Venture Round - GeoWealth

Venture Round - GeoWealth

Investment Firm

Overview

GeoWealth is a technology platform offering asset management solutions for advisors.

Announced Date

Jul 25, 2024

Closed on Date

Jul 24, 2024

Funding Type

Series Unknown

Highlights

Location

United States, North America

Social

Investor Lead

N/A

Participant Investors

3

Investor Name
Participant InvestorKayne Anderson Growth Capital
Participant InvestorJ.P. Morgan Asset Management
Participant InvestorBlackRock

Round Details and Background

GeoWealth raised $18000000 on 2024-07-25 in Venture Round

GeoWealth is a technology platform offering asset management solutions for advisors.

Company Funding History

3

Announcment DateTransaction NameNumber Of InvestorsLead InvestorMoney Raised
Dec 20, 2018
Series A - GeoWealth
1-undefined
Nov 04, 2021
Series B - GeoWealth
2-19.0M
Jul 25, 2024
Venture Round - GeoWealth
3-18.0M

Recent Activity

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