About
GeoWealth is a proprietary technology and turnkey asset management platform (TAMP) that provides financial advisors with the tools and services to manage client assets. The company focuses on delivering a robust technology solution combined with comprehensive asset management services, enabling advisors to scale their businesses and enhance client outcomes. GeoWealth has recently secured significant funding, including a $42.5 million minority investment from Goldman Sachs, to support its growth and provide liquidity to shareholders. The company is majority-owned by its family office owner, The Globe Resources Group.
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Frequently Asked Questions
What does GeoWealth do?
GeoWealth is a proprietary technology and turnkey asset management platform (TAMP) that provides financial advisors with the tools and services to manage client assets. The company focuses on delivering a robust technology solution combined with comprehensive asset management services, enabling advisors to scale their businesses and enhance client outcomes. GeoWealth has recently secured significant funding, including a $42.5 million minority investment from Goldman Sachs, to support its growth…
How much funding has GeoWealth raised?
GeoWealth has raised a total of $118M in funding. The most recent round on record is Series C.
Where is GeoWealth headquartered?
GeoWealth is headquartered in Chicago, Illinois, USA.
When was GeoWealth founded?
GeoWealth was founded in 2018.
What industry does GeoWealth operate in?
GeoWealth operates in Fintech, Asset Management, Financial Services.