GeoWealth
Latest round
- Series C
Last raised
- Jul 2025
Total raised
- $61M
Investors
- 5
About GeoWealth
GeoWealth Management, LLC, founded in 2010, operates as a Turnkey Asset Management Platform (TAMP) for Registered Investment Advisors. The company is headquartered in Chicago, Illinois, and has successfully closed three deals to date. GeoWealth operates as a Turnkey Asset Management Platform (TAMP) specifically designed for Registered Investment Advisors (RIAs). The core offerings include an integrated financial technology platform that combines advisor technology, portfolio solutions, and robust back-office services to support the operational needs of financial advisory firms. By enabling RIAs to leverage a customizable open-architecture platform and a spectrum of investment strategies, GeoWealth aims to streamline portfolio management and enhance advisor-client interactions. The services offered are particularly beneficial in addressing the time-consuming tasks associated with portfolio management, allowing advisors to focus more on client engagement and growth strategies.GeoWealth generates revenue through its subscription-based model, where financial advisory firms and RIAs pay for access to its comprehensive suite of services and technology solutions. The revenue structure accommodates various transaction types, including recurring subscription fees and asset management service fees. The firm provides a range of services from trading support to advisor training, aimed at improving operational efficiency for financial advisory firms. Specific pricing plans reflect the value of their flagship platform, which includes essential tools for portfolio management and investment strategy implementation. This transactional framework facilitates a direct relationship between GeoWealth and its clients, ensuring that advisors can optimize their operations while enhancing client service and investment performance.
Who invested in GeoWealth
5 investors across 2 rounds
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Questions about GeoWealth
Who invested in GeoWealth?
GeoWealth has 5 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has GeoWealth raised?
GeoWealth has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did GeoWealth last raise money?
GeoWealth's most recent round on record is a Series C, in Jul 2025.
What does GeoWealth do?
GeoWealth Management, LLC, founded in 2010, operates as a Turnkey Asset Management Platform (TAMP) for Registered Investment Advisors.
Where is GeoWealth headquartered?
GeoWealth is headquartered in Chicago, US.
Which VCs invest in companies like GeoWealth?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at GeoWealth's stage. Their profiles are linked below.
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