GeoWealth is an Illinois-based asset management platform that offers solutions such as performance reporting, billing and portfolio accounting for advisors.
Business Model:
Revenue: $5.6M
Employees: 51-200
Address: 444 North Michigan Avenue
City: Chicago
State: IL
Zip: 60611
Country: US
GeoWealth is an Illinois-based asset management platform that offers solutions such as performance reporting, billing and portfolio accounting for advisors.
Contact Phone:
+13122199160
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 11/2021 | Series B | 2 | $19M |
J.P. Morgan Asset Management Kayne Partners Kayne Partners J.P. Morgan Asset Management Kayne Partners Kayne Partners |
12/2018 | Series A | - | 12/2018 | Series A | 1 | - |
J.P. Morgan Asset Management J.P. Morgan Asset Management |
12/2018 | Series A | - |
J.P. Morgan Asset Management J.P. Morgan Asset Management |
12/2018 | Series A | 1 | - |
J.P. Morgan Asset Management J.P. Morgan Asset Management |
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