GeoWealth
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Overview
GeoWealth is an award-winning turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL.
About
Industries
Financial Services, Finance, FinTech, Marketplace, Asset Management, Wealth Management, Advice
Founded
2010
Employees
101-250
Headquarters locations
United States, North America
Social
N/A
Profile Resume
GeoWealth headquartered in United States, North America, operates in the Financial Services, Finance, FinTech, Marketplace, Asset Management, Wealth Management, Advice sector. The company focuses on Financial Services and has secured $3.1B in funding across 84 round(s). With a team of 101-250 employees, GeoWealth is actively contributing to advancements in Financial Services. Their latest funding round, Venture Round - GeoWealth, raised $18.0M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
Funding rounds
3
Investors
3
Lead Investors
0
Total Funding Amount
$37.0M
Details
2
GeoWealth has raised a total of $37.0M in funding over 2 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2018 | Early Stage Venture | |||
| 2021 | Early Stage Venture | 19.0M |
Investors
GeoWealth is funded by 11 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| BlackRock | - | FUNDING ROUND - BlackRock | 18.0M |
| J.P. Morgan Asset Management | - | FUNDING ROUND - J.P. Morgan Asset Management | 18.0M |
| GeoWealth | - | FUNDING ROUND - GeoWealth | 18.0M |
| Kayne Anderson Growth Capital | - | FUNDING ROUND - Kayne Anderson Growth Capital | 18.0M |
Recent Activity
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