About GeoWealth
GeoWealth is a company based in Chicago (United States) founded in 2010 by Michael O'Shaughnessy.. GeoWealth has raised $75 million across 4 funding rounds from investors including J P Morgan, Apollo Global Management and BlackRock. GeoWealth has completed 1 acquisition, including First Ascent Asset Management. GeoWealth offers products and services including TAMP Platform and Portfolio Solutions. GeoWealth operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and getquin, among others.
- Headquarter Chicago, United States
- Founders Michael O'Shaughnessy
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$75 M (USD)
in 4 rounds
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Latest Funding Round
$38 M (USD), Series C
Aug 04, 2025
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Investors
J P Morgan
& 3 more
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of GeoWealth
GeoWealth offers a comprehensive portfolio of products and services, including TAMP Platform and Portfolio Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Integrated platform for managing client investments and portfolios
Services to optimize and trade client portfolios effectively
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Funding Insights of GeoWealth
GeoWealth has successfully raised a total of $75M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $38 million completed in August 2025. 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 Total Funding
- Total Rounds 4
- Last Round Series C — $38.0M
- First Round First Round
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Aug, 2025 | Amount | Series C - GeoWealth | Valuation | Apollo Global Management |
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| Jul, 2024 | Amount | Series B - GeoWealth | Valuation | BlackRock | |
| Nov, 2021 | Amount | Series B - GeoWealth | Valuation | Kayne Anderson Capital Advisors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in GeoWealth
GeoWealth has secured backing from 4 investors, including institutional and venture fund investors. Prominent investors backing the company include J P Morgan, Apollo Global Management and BlackRock. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Buyouts are targeted through private equity investments by the firm.
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Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by GeoWealth
GeoWealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include First Ascent Asset Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Diversified investment management services are provided by the firm.
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2015 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - GeoWealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Geowealth Comparisons
Competitors of GeoWealth
GeoWealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, Nucleus Financial, CAIS, Fintso and getquin, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Geowealth
Frequently Asked Questions about GeoWealth
When was GeoWealth founded?
GeoWealth was founded in 2010 and raised its 1st funding round 8 years after it was founded.
Where is GeoWealth located?
GeoWealth is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Is GeoWealth a funded company?
GeoWealth is a funded company, having raised a total of $75M across 4 funding rounds to date. The company's 1st funding round was a Series B of $19M, raised on Dec 20, 2018.
What does GeoWealth do?
GeoWealth is an advisory platform, providing integrated wealth management solutions for RIAs, advisors in transition, institutional investors, family offices, and insurance agents. It provides cloud-based advisory solutions on CRM, client prospecting or proposal generation, portfolio construction, portfolio monitoring reporting, rebalancing, and back office. While its insurance technology serves CRM, prospectingproposal generation, document vault, and income calculator. It has various portfolio solutions- Geowealth portfolios, Global X portfolios, J.P. Morgan portfolios, and state street global advisors portfolio.
Who are the top competitors of GeoWealth?
GeoWealth's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does GeoWealth offer?
GeoWealth offers TAMP Platform and Portfolio Solutions.
How many acquisitions has GeoWealth made?
GeoWealth has made 1 acquisition, including First Ascent Asset Management.
Who are GeoWealth's investors?
GeoWealth has 4 investors. Key investors include J P Morgan, Apollo Global Management, BlackRock, and Kayne Anderson Capital Advisors.