GeoWealth
Chicago
About GeoWealth
GeoWealth is a turnkey asset management platform designed to support registered investment advisors. It provides customizable technology and comprehensive investment strategies to enhance operational efficiency. The platform aims to empower advisors by addressing their unique needs throughout the wealth management lifecycle.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $1K – $10K
- Total funding: $117.5M
- Funding stage: Late Stage Venture
- Last round: Series C (Mar 2026)
- Website: geowealth.com
- Phone: (312)219-9160
Industries & Categories
Asset Management, Financial Services, FinTech, Marketplace, Wealth Management
Social Profiles
Canonical: https://fsome.com/organization/geowealth-24307 · For the full interactive profile (charts, investors, team, acquisitions, press), please enable JavaScript.