GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite.
Would you like to learn more about TAMPs? Download our eBook to begin your journey: https://info.geowealth.com/7-keys-to-partnering-with-the-right-tamp
Would you like to learn more about TAMPs? Download our eBook to begin your journey: https://info.geowealth.com/7-keys-to-partnering-with-the-right-tamp
Location: United States
Employees: 51-200
Total raised: $98.5M
Founded date: 2010
Investors 1
| Date | Name | Website |
| - | Compositio... | compositio... |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 19.03.2026 | Series C | $42.5M | Goldman Sa... |
| 07.08.2025 | Series C | $38M | J.P. Morga... |
| 25.07.2024 | - | $18M | - |
Mentions in press and media 12
| Date | Title | Description |
| 19.03.2026 | GeoWealth Secures $42.5 Million Goldman Sachs Investment, Fuels WealthTech Expansion | GeoWealth, a leading WealthTech platform, has secured a $42.5 million strategic investment from Goldman Sachs. This capital infusion extends its Series C financing. It bolsters growth, product innovation, and platform expansion for Register... |
| 19.03.2026 | 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 Gol... |
| 19.03.2026 | GeoWealth Raises $42.5M in Series C Extension Funding | GeoWealth, a Chicago, IL-based proprietary technology and asset management platform provider, expanded its Series C financing. The round included a $42.5M minority investment from Goldman Sachs. With the latest investment, GeoWealth’s famil... |
| 19.03.2026 | GeoWealth: $42.5 Million Raised For WealthTech Platform Expansion With Goldman Sachs Investment | GeoWealth, a turnkey asset management platform built for registered investment advisors, announced it has extended its Series C financing with a $42.5 million strategic minority investment from Goldman Sachs. The funding adds to prior backi... |
| 07.08.2025 | GeoWealth: $38 Million Series C Raised For Turnkey Asset Management Platform | GeoWealth, a turnkey asset management platform (TAMP), has raised $38 million in a Series C funding round led by Apollo Global Management. This funding includes a convertible note investment from BlackRock, J.P. Morgan Asset Management, and... |
| 04.08.2025 | GeoWealth raises $38M series C led by Apollo to expand private market access for advisors | Registered investment advisors are feeling the pressure to meet growing client demand for more diverse investment options—including access to private markets, which have long been difficult for smaller firms to tap. Now, GeoWealth, a Chicag... |
| 04.08.2025 | GeoWealth Raises $38M in Series C Funding | GeoWealth, a Chicago, IL-based proprietary asset management platform (TAMP), raised $38m in Series C funding round. The round was led by Apollo (NYSE: APO). GeoWealth and Apollo have also formed a strategic partnership to expand access to c... |
| 04.08.2025 | GeoWealth Announces $38M Series C Round | CHICAGO, IL, GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced that it has raised a $38 million Series C funding round. >> Click here for more funding data on GeoWealth >> To expo... |
| 25.07.2024 | GeoWealth Secures USD18M Growth Investment Round Led by BlackRock | GeoWealth, a Chicago, IL-based provider of a proprietary technology and turnkey asset management platform (TAMP), raised a USD18M growth investment led by BlackRock (NYSE: BLK). Kayne Anderson Growth Capital, the dedicated growth capital st... |
| 23.03.2023 | GeoWealth Acquires First Ascent | GeoWealth, a Chicago, IL-based proprietary technology and asset management platform (TAMP), acquired First Ascent Asset Management, a Denver, CO-based provider of outsourced portfolio management services to financial advisors and their clie... |
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