About GeoWealth
GeoWealth is a company based in Chicago (United States) founded in 2010 by Michael O'Shaughnessy. GeoWealth has raised $117.5 million across 5 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
Not available
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Net Profit
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EBITDA
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Total Equity Funding
$117.5 M (USD)
in 5 rounds
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Latest Funding Round
$42.5 M (USD), Series C
Mar 19, 2026
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Investors
J P Morgan
& 4 more
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Employee Count
Not available
- 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.
Integrated platform for managing client investments and portfolios
Services to optimize and trade client portfolios effectively
People of GeoWealth
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Funding Insights of GeoWealth
GeoWealth has successfully raised a total of $117.5M across 5 strategic funding rounds. The most recent funding activity was a Series C round of $42.5 million completed in March 2026. 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.
Investors in GeoWealth
GeoWealth has secured backing from 5 investors, including institutional and venture fund investors. Prominent investors backing the company include J P Morgan, Apollo Global Management and BlackRock.
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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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Investor details for GeoWealth
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Investments & Acquisitions by GeoWealth
GeoWealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include First Ascent Asset Management.
Investment portfolio details for GeoWealth
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- Portfolio identities
- Transaction dates
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Diversified investment management services are provided by the firm.
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Complete acquisition details for GeoWealth
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
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- Domains and locations
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Financial Statements - GeoWealth
Detailed financials for GeoWealth
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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Geowealth Comparisons
Peer comparison for GeoWealth
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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.
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Portfolio management software for financial advisors
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Portfolio management solutions are offered to financial advisors.
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Financial planning and advisory solutions are offered to wealth managers.
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Digital wealth tools are provided to empower financial advisors.
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Portfolio management software
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Detailed competitors of GeoWealth
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Latest news on Geowealth
Complete news archive for GeoWealth
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Frequently Asked Questions about GeoWealth
GeoWealth was founded in 2010 and raised its 1st funding round 8 years after it was founded.
GeoWealth is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
GeoWealth is a funded company, having raised a total of $117.5M across 5 funding rounds to date.
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.
GeoWealth's top competitors include Altruist, Nucleus Financial and QPLIX.
GeoWealth offers TAMP Platform and Portfolio Solutions.
GeoWealth has made 1 acquisition, including First Ascent Asset Management.
GeoWealth has 5 investors. Key investors include J P Morgan, Apollo Global Management, BlackRock, Kayne Anderson Capital Advisors, and Goldman Sachs.