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INTERNET | Internet Software & Services / Asset & Financial Management & Trading
geowealth.com

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Founded Year

2010

Stage

Series B | Alive

Total Raised

$19M

Last Raised

$19M | 1 mo ago

Mosaic Score

+310 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

About GeoWealth

GeoWealth is a digital advisory platform firm which delivers a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

GeoWealth Headquarter Location

444 N. Michigan Ave Suite 820

Chicago, Illinois, 60611,

United States

312-219-9160

Latest GeoWealth News

GeoWealth Raises USD 19M in Series B

Nov 8, 2021

GeoWealth, a Chicago, IL-based modern asset management program (TAMP) built for advisors, raised a USD 19M in Series B funding. The round was led by Kayne Partners Fund, the growth private equity group of Kayne Anderson Capital Advisors, with a follow‐on investment from J.P. Morgan Asset Management, a strategic investor in GeoWealth since 2018.

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The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Expert Collections containing GeoWealth

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

GeoWealth is included in 1 Expert Collection, including Fintech.

F

Fintech

7,165 items

US-based companies

GeoWealth Web Traffic

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Page Views per Million (PVPM)
Reach per Million (RPM)
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