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Assure vs GeoWealth

Assure logo

Assure

Fintech platform pioneer Assure simplifies the deal process and fund back office so you can focus on doing deals

68 employees · est. 2012 · Salt Lake City, United State...

VS
GeoWealth logo

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

102 employees · est. 2010 · Chicago, United States

GeoWealth is the older company (2012 vs 2010).

Side-by-Side Comparison

Assure GeoWealth
Founded
2012 2010 older
Headquarters
Salt Lake City, United States Chicago, United States
Employees
68 102
Industry
Financial Services, Marketplaces Finance, Financial Services, Fintech
Funding Stage
Venture round Venture round
Total Funding
$2.15M $37.00M
Funding Rounds
1 3
Taxonomy
Special Purpose VehiclesFund AdministrationPrivate InvestmentBack-office ServicesDeal StructuringTechnology Solutions +6 Turnkey Asset Management PlatformWealth Management TechnologyAdvisor Technology SuiteOpen-Architecture PlatformInvestment SolutionsFinancial Technology & Services +9
Website
assure.co geowealth.com
Assure logo

About Assure

Assure is a financial services startup pioneering a fintech platform to simplify the deal process and fund back office, allowing clients to focus on doing deals. The company, founded in 2012 and based in the United States, is now in the wind-down phase. Assure specialized in Special Purpose Vehicles...

GeoWealth logo

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...

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Frequently Asked Questions

Assure was founded in 2012, based in Salt Lake City, United States, with 68 employees. Assure is a financial services startup pioneering a fintech platform to simplify the deal process and fund back office, allowing clients to focus on doing deals. The company, founded in 2012 and based. GeoWealth was founded in 2010, based in Chicago, United States, with 102 employees. 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 be.
Assure has raised $2.15M and GeoWealth $37.00M. Latest stage: Assure Venture round, GeoWealth Venture round.
Both work in Financial Services and Marketplaces.

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Compiled from the BounceWatch company index. We last looked at Assure on 12 Sep 2024, and GeoWealth on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.

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