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GeoWealth logo — We are The Advisor's TAMP, built for RIAs like you. Reach ou...

GeoWealth

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo.

Founded 2010 United States Chicago, United States 102 employees Venture round Total: $37.00M Finance, Financial Services +3

General Information

Company Name GeoWealth
Founded Year 2010
Location United States Chicago, United States
Founders / Decision Makers
Team member
Employees 102
Industries Finance, Financial Services, Fintech +2
Funding Stage Venture round
Social

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About GeoWealth

GeoWealth is an award-winning Turnkey Asset Management Platform (TAMP) tailored for Registered Investment Advisors (RIAs). The Chicago-based company offers a fully-integrated advisor tech suite and best-in-class investment solutions, designed to support RIAs in growing their business and efficiently serving their clients. With a seasoned team of professionals at the helm, GeoWealth has positioned itself as a prominent player in the finance, financial services, fintech, and wealth management industries since its establishment in 2010. Most recently, the company secured a $19.00M Series B investment in November 2021, with funds coming from J.P. Morgan Asset Management and Kayne Anderson Growth Capital. GeoWealth's dedication to empowering RIAs with cutting-edge technology and comprehensive investment strategies has evidently captured the attention and support of notable investors. With its commitment to advisor-driven, tech-enabled solutions, GeoWealth's customizable open-architecture platform and wealth management technology suite position the company as a pivotal player in the evolution of financial services. As the company continues to expand its reach and offer innovative solutions, GeoWealth stands as a compelling option for investment professionals seeking to stay at the forefront of wealth management.

Taxonomy: Turnkey Asset Management Platform, Wealth Management Technology, Advisor Technology Suite, Open-Architecture Platform, Investment Solutions, Financial Technology & Services, Portfolio Management, RIA Services, Wealth Management Lifecycle, Chicago-based Firm, Institutional-caliber Solutions, Technology Integration, Customizable Solutions, Investment Advisors, Back Office Support

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $18.00M 3
BlackRock
BlackRock, Kayne Anderson Growth Capital +1
25 Jul 2024
Series B $19.00M 2
J.P. Morgan Asset Management, Kayne Anderson Growth Capital
04 Nov 2021
Series A Undisclosed 1
J.P. Morgan Asset Management
20 Dec 2018

GeoWealth Alternatives & Competitors

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GeoWealth vs
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FAQ About GeoWealth

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo.
GeoWealth was founded in 2010.
GeoWealth is headquartered in Chicago, United States.
GeoWealth operates in Finance, Financial Services, Fintech, Marketplaces and Wealth Management. Its work centres on Turnkey Asset Management Platform, Wealth Management Technology, Advisor Technology Suite and Open-Architecture Platform.
GeoWealth has approximately 102 employees.
GeoWealth has completed 3 funding rounds, raising a total of $37.00M. The latest funding stage is Venture round.
Top alternatives and competitors to GeoWealth include AllocateRite, d1g1t, Private Client Services (PCS), Member FINRA, SIPC, Nitrogen, EverSource Wealth Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
GeoWealth and AllocateRite are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for GeoWealth, https://bouncewatch.com/company/geowealth, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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