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Founded Year



Series B | Alive

Total Raised


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


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.

Predict your next investment

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.



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