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GeoWealth logo

GeoWealth

Recent Finacing

Series C ext

Recent Raise

$42.5M

GeoWealth is a proprietary technology and asset management platform provider offering an asset management platform and financial technology solutions for modern RIAs.

Founded 2010
Illinois, United States
101-250
Private
geowealth.com
PitchBook

Highlights

Focus Areas

Asset Management
Financial Services
FinTech
Marketplace
Wealth Management

Recent Investors

J.P. Morgan logo
BlackRock logo
Kayne Partners logo
Goldman Sachs logo
Kayne Anderson Capital Advisors logo
Apollo logo

Financials

$117.5M

Total Raised

4

Funding rounds

5

Investors


Team

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See the team members at GeoWealth.