Geowealth
Likely to Engage tag.Highly Engaged Employees

Financial Software · Illinois, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

444 N Michigan Ave Ste 3150, Chicago, Il...

Phone Number

(312) 219-9160

Website

www.geowealth.com

Revenue

$59.3 Million

Industry

Financial Software Software

About Geowealth

GeoWealth's cloud-based financial technology platform empowers advisors to grow faster and to serve their clients more efficiently. This company provides advisors with flexible portfolio management, performance reporting, billing and risk profiling. GeoWealth is headquartered in Chicago, Illinois.Explore more
Geowealth's Social MediaSIC Code 73,737NAICS Code 51,513Show more

Geowealth Org Chart

Colin Falls, Chief Executive Officer at Geowealth
United States flag for contact location.
Colin Falls

Chief Executive Officer

PhoneEmail
Jack Hannah, President & Chief Operating Officer at Geowealth
United States flag for contact location.
Jack Hannah

President & Chief Operating Officer

PhoneEmail
Colin Ruthven, Chief Technology Officer & Senior VP at Geowealth
United States flag for contact location.
Colin Ruthven

Chief Technology Officer & Senior VP

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
JF
United States flag for contact location.
Justin Farmer

Senior VP, Operations

Flame icon indicating likelihood to engage via phone.PhoneEmail
JP
United States flag for contact location.

Senior VP & Head of Strategic Consulting

PhoneEmail
KG
United States flag for contact location.

Senior VP & Head of Operations

PhoneEmail
JM
United States flag for contact location.

Vice President, Advisor Solutions

PhoneEmail
PN
United States flag for contact location.

Vice President, Advisor Solutions

PhoneEmail
RG
United States flag for contact location.

Vice President, Strategic Consultant

PhoneEmail
JP
United States flag for contact location.

Vice President, Operations

PhoneEmail
DK
United States flag for contact location.

Vice President & Head of Trade Execution

PhoneEmail
TN
United States flag for contact location.

Vice President & Head of Advisor Services

PhoneEmail
SK
United States flag for contact location.

Vice President & Head of Enterprise Services

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Geowealth

Compare insights from companies similar to Geowealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Geowealth

$59.3M
51-200
Private
$141.4M
2010
Colin Falls, Chief Executive Officer at Geowealth
Colin FallsCEO
AdvisorEngine
$54.1M
51-200
Private
$80.5M
2014
Tim Kirkwood, Chief Technology Officer & Partner at AdvisorEngine
Tim KirkwoodChief Technology Officer & Partner
Orion Portfolio Solutions
$26.6M
51-200
Private
-
2001
KB
Kylee BeachGeneral Counsel
Asset Vantage
$16.3M
51-200
Private
-
2011
NE
Nicole EberhardtCEO
SEI Archway
$14.2M
51-200
Private
-
2001
Daniel Sanders, Chief Financial Officer at SEI Archway
Daniel SandersChief Financial Officer
iraLogix
$12.6M
51-200
Private
$34.5M
2015
PD
Peter De Silva LhdCEO
SMArtX Advisory Solutions
$5.8M
51-200
Private
$172M
2013
Jonathan Pincus, Chief Executive Officer at SMArtX Advisory Solutions
Jonathan PincusCEO
Illustration of an envelope

Geowealth Tech Stack

A closer look at the technologies used by Geowealth

WordPress.org

By

Automattic
reCAPTCHA

By

Google
PHP

By

PHP
DoubleClick

By

Google
See more technologies

Top Financial Software Companies

Top companies in Canada by revenue

Hubdoc
FastnEasyTax
Zycomp Systems
FINCAD
Acomba
View Full List

Top companies in Australia by revenue

Global Environmental Markets
Snap Innovations
LiveSalary
BankLink
Cbonds
View Full List

Top companies in New Zealand by revenue

Lighthouse Financial
Commonview
Debtor Insight
Posboss
NavCoin
View Full List
See more top companies

Frequently Asked Questions Regarding Geowealth

What is Geowealth's official website?
Geowealth's official website is www.geowealth.com What is Geowealth's Revenue?
Geowealth's revenue is $59.3 Million What is Geowealth's SIC code?
Geowealth's SIC: 73,737 What is Geowealth's NAICS code?
Geowealth's NAICS: 51,513 How many employees does Geowealth have?
Geowealth has 51-200 employees What industry does Geowealth belong to?
Geowealth is in the industry of: Financial Software, Software What is Geowealth competition?
Geowealth top competitors include: Orion Portfolio Solutions, SMArtX Advisory Solutions, AdvisorEngine, SEI Archway What companies has Geowealth acquired?
Geowealth has acquired the companies: First Ascent Asset Management What technology does Geowealth use?
Some of the popular technologies that Geowealth uses are: WordPress.org, reCAPTCHA, PHP, DoubleClick Who is the CTO of Geowealth?
Geowealth's CTO is Colin Ruthven How do I contact Geowealth?
Geowealth contact info: Phone number: (312) 219-9160 Website: www.geowealth.com What does Geowealth do?

GeoWealth's cloud-based financial technology platform empowers advisors to grow faster and to serve their clients more efficiently. This company provides advisors with flexible portfolio management, performance reporting, billing and risk profiling. GeoWealth is headquartered in Chicago, Illinois.... Read More

 What are Geowealth social media links?
Geowealth Linkedin page Geowealth Twitter page Who invested in Geowealth?
Geowealth has 9 investors including Kayne Anderson Capital Advisors, J.P. Morgan Asset Management, Kayne Anderson Capital Advisors and J.P. Morgan Asset Management. Is Geowealth a public company?
Geowealth is private company therefore does not currently have an official ticker symbol
See more information about Geowealth

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search