About Geode Capital
Geode Capital is a Financial Services company based in Boston (United States) founded in 2001. It operates as a diversified asset and investment management services are provided. Geode Capital has raised $5.78 million across 1 funding round. The company has 150 employees. Its website geodecapital.com draws about 10 thousand monthly visits. Geode Capital offers products and services including Equity Index, Options, and Commodities. Its focus areas include Asset Management and Diversified. Its legal entity is GEODE CAPITAL MANAGEMENT, LLC. Its competitors include Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
Geode Capital was founded in 2001 and is headquartered in Boston, United States. Operations are centered on the financial sector, with a focus on diversified asset management and investment strategies. Services encompass portfolio oversight, risk assessment, and capital allocation for institutional and individual clients. The firm maintains a presence through its domain, geodecapital.com, supporting activities in wealth preservation and growth across various markets.
- Headquarters Boston, United States
- Employees 150
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website geodecapital.com
- Social LinkedIn
- Legal Name Geode Capital Management, Llc
- Total Equity Funding$5.78M (USD)
in 1 rounds
- Latest Funding Round$5.78M (USD), Series A
Mar 2023
- Employee Count150
Products & Services of Geode Capital
Geode Capital offers a comprehensive portfolio of products and services, including Equity Index, Options, and Commodities.
Provides core beta exposures in equity markets
Investment services in options asset classes
Investment capabilities in commodities markets
Funding Insights of Geode Capital
Geode Capital has successfully raised a total of $5.78M through 1 strategic funding round. The most recent funding activity was a Series A round of $5.78 million completed in March 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $5.78M
- Total Rounds 1
- Last Round Series A — $5.78M
- First Round $5.78M
(Mar 2023)
All 1 funding rounds of Geode Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2023 | $5.78M | Series A | – | – | – |
People of Geode Capital
29 people are tracked at Geode Capital (18 in leadership, 11 in team); the tracked headcount is 150.
| Name | Role | Group |
|---|---|---|
Twiggy Chan | Director, Commodity & Options Tech Squad Lead | Leadership |
Hugh Hamill | Head Of Trade And ETF Operations | Leadership |
Vishal Achalpadi | Head Of Data | Leadership |
Sorin Codreanu | Chief Financial Officer | Leadership |
David Lane | President and Chief Executive Officer | Leadership |
Michael Ciccone | Chief Compliance Officer | Leadership |
Laura Doherty | Chief Operating Officer | Leadership |
Thomas Hammond | Chief Technology Officer | Leadership |
Elizabeth Downey | Head of Human Resources | Leadership |
David O'Brien | Director, Investment Compliance | Leadership |
Samantha Belinkie | Head Of Finance And Accounting | Leadership |
Kamil S. | Director Of Technology Operations | Leadership |
Charles Denison IV | Director, Frontend Engineering | Leadership |
Charles Kling | Technology Director | Leadership |
Moorthi Sundarapandian | Head Of Architecture | Leadership |
Thomas Atwood | Director, Platform And Security Engineering | Leadership |
Lindsay Piper | Director Talent Management | Leadership |
Carrie Hill | Director, Compliance | Leadership |
Nathan Wilcox | Trade Operations Associate | Team |
Brad E. Moyer | General Counsel | Team |
9 more people are available in the full profile.
Complete people profiles for Geode Capital
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Geode Capital
2 dated milestones of Geode Capital across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Geode Capital is founded.
- Funding First funding round of $5.8M.
Competitors of Geode Capital
Geode Capital has 10 listed competitors in our database, 5 of them funded. They include Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Geode Capital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Geode Capital
The website of Geode Capital (geodecapital.com) receives about 10.2K visits a month.
- Monthly visits10.2K
▼ 20.1% vs previous month
Websites whose visitors overlap most with Geode Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| panagora.com | 100% | – | #2,629,394 | View details | |
| versa.com | 95% | – | #5,002,186 | View details | |
| hillhousecap.com | 93% | – | – | View details | |
| tenexcm.com | 93% | – | #2,030,013 | View details | |
ccmg.com | ccmg.com | 93% | – | #2,383,087 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Geode Capital
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as Geode Capital (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Related news about Geode Capital
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Frequently Asked Questions about Geode Capital
Geode Capital was founded in 2001 and raised its 1st funding round 22 years after it was founded.
Geode Capital is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Geode Capital is a funded company, having raised a total of $5.78M across 1 funding round to date. The company's 1st funding round was a Series A of $5.78M, raised on Mar 2023.
Geode Capital has 150 employees.
Geode Capital was founded in 2001 and is headquartered in Boston, United States. Operations are centered on the financial sector, with a focus on diversified asset management and investment strategies. Services encompass portfolio oversight, risk assessment, and capital allocation for institutional and individual clients. The firm maintains a presence through its domain, geodecapital.com, supporting activities in wealth preservation and growth across various markets.
Geode Capital's top competitors include Fidelity Investments, Investec and S&P Global.
Geode Capital offers Equity Index, Options, and Commodities.
Geode Capital operates through Geode Capital Management, Llc.