COMPANY PROFILE

GeoWealth

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A comprehensive and fully integrated wealth management technology platform

Chicago, United StatesFounded 2010Fintech

Valuation $250–500M Last recorded · 2026

Headcount 100–500 Current team size

Total funding $50–100M Disclosed equity funding

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About GeoWealth

GeoWealth is a financial technology and turnkey asset management platform (TAMP) designed to serve investment advisors and institutional investors. Operating in the financial services market, GeoWealth provides a comprehensive suite of technology solutions and outsourced services aimed at maximizing wealth, improving practice efficiency, and strengthening the bottom line for advisors. The platform offers robust reporting tools, daily data processing from custodians, and customizable solutions tailored to the unique needs of each advisory practice, regardless of size or structure. GeoWealth's business model revolves around providing these technology and asset management services, generating revenue through subscription fees and service charges. The company is headquartered in Chicago and employs a team of 100 fintech professionals dedicated to building tools that modern Registered Investment Advisors (RIAs) deserve.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2010
Headquarters: Chicago, United States
Employees: 143
Open positions: 2
Dealroom signal: 89.4/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Wealth Management, SaaS, Investing, Platform, deal execution
Client focus: b2b
Investment activity: 1 company, latest Mar 2023
Capital deployed: —
Preferred round: ACQUISITION
Links: Website LinkedIn X

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Funding history

5 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES COther financing	Mar 2026	$43M	$170M	Goldman Sachs	↗
SERIES COther financing	Aug 2025	$38M	$152M	BlackRock · Kayne Anderson Growth Capital · J.P. Morgan Asset Management · Apollo Global Management	↗

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Growth signals

GeoWealth website traffic

Latest recorded traffic for GeoWealth is 28K monthly website visits, up 0% over the last three months. GeoWealth's team grew 2.9% over the past year.

Latest monthly visits28K 3-month web change0% 1-year team growth+2.9%

Monthly website visitsDec 2018–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Full Stack Software EngineerSofia, Bulgaria, Eastern Europe, Europe · Full-Stack Development · Aug 19, 2026 Product Marketing ManagerChicago, Illinois, United States, Northern America, Americas · Marketing & Communication · Aug 12, 2026

2 distinct openings shownExplore hiring signals →

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