Geowealth
Financial Software · Illinois, United States · 51-200 Employees
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Overview
Headquarters
444 N Michigan Ave Ste 3150, Chicago, Il...Phone Number
(312) 219-9160Website
www.geowealth.comRevenue
$59.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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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 Org Chart
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KG
Senior VP & Head of Operations
JF
Senior VP, Operations
SK
Vice President & Head of Enterprise Services
RG
Vice President, Strategic Consultant
TN
Vice President & Head of Advisor Services
PN
Vice President, Advisor Solutions
TA
Vice President, Operations
JP
Vice President, Operations
DK
Head Vice President, Trade Execution
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Activity Insights
Geowealth is experiencing very low activity levels compared to other companies in the Software sector.
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Geowealth financials insights
Gather financial insights about Geowealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Series B
$19M
2025
Private Equity
$41.9M
2026
Series C
$80.5M
Geowealth Tech Stack
A closer look at the technologies used by Geowealth
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Most Recent Scoops
Person-Based
Funding, Finance
Open Position
Person-Based
Funding, Stake & Stock Ownership, Finance
Funding
Funding
Person-Based
Geowealth News & Media
Goldman Sachs invests $42.5m in GeoWealth, pushing Series C total past $80m
Goldman Sachs invested $42.5 million in GeoWealth, extending the TAMP's Series C past $80 million as it builds out public-private portfolio tools for RIAs.GeoWealth: $42.5 Million Strategic Investment From Goldman Sachs Expands Series C Round
GeoWealth announced that it has extended its Series C financing round with a $42.5 million minority investment from Goldman Sachs, reinforcing its growth trajectory and providing liquidity to existing shareholders. The investment brings Goldman Sachs into a group of strategic minority investors that already includes Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors, while GeoWealth’s family office owner, The Globe Resources Group, retains majority ownership.Goldman Sachs Invests $42.5M in GeoWealth
The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.
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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
