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GeoWealth
Fintech · Chicago, United States · Founded 2010
A comprehensive and fully integrated wealth management technology platform MoreLess
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.
Keywords: financial technology, TAMP, investment advisors, institutional investors, wealth management, practice efficiency, reporting tools, data processing, customizable solutions, fintech professionals.
Company overview
GeoWealth company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2010
- Headquarters
- Chicago, United States
- Employees
- 143
- Open positions
- 2
- Dealroom signal
- 89.4
- Investment activity
- 1 companies · latest Mar 2023
- Capital deployed
- —
- Preferred round
- ACQUISITION
Valuation & funding
GeoWealth funding history
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 | ↗ |
| LATE VCOther financing | Jul 2024 | $18M | $72M | BlackRock · Kayne Anderson Growth Capital · J.P. Morgan Asset Management | ↗ |
| LATE VCOther financing | Feb 2022 | $19M | $76M | Kayne Anderson Growth Capital · JP Morgan | ↗ |
| SERIES AOther financing | Dec 2018 | $0 | — | Undisclosed | — |
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.
Hiring
Open positions at GeoWealth
Current openings linked to this company in Dealroom.
Comparisons
GeoWealth compared with similar companies
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Capital deployed
GeoWealth investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Talent graph
GeoWealth's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where GeoWealth has talent and traffic
team presence
In the news
Latest news about GeoWealth
Recent press, funding announcements, and product moves mentioning GeoWealth — open to read from the original sources.
Market sentiment
What the market is saying about GeoWealth
An AI-synthesized read of the highest-engagement posts about GeoWealth on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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