GeoWealth

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

Detailed GeoWealth Information

Geographic Data

GeoWealth headquarters map

Address: 444 North Michigan Avenue

City: Chicago

State: IL

Zip: 60611

Country: US

Financial Info

Stage:

series b

Raised Last:

$19M

Raised Total:

$19M

Metrics

4,620,439Website Global Rank

1,970Website Monthly Traffic

Twitter Followers

Description

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
Announced Date Transaction Number of Investors Money Raised Lead Investors
12/2018 Series A 1 - J.P. Morgan Asset Management
J.P. Morgan Asset Management
12/2018 Series A -
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 - 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
Announced Date Name Price

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