About GeoWealth
GeoWealth is a Technology company based in Chicago (United States) founded in 2010 by Michael O'Shaughnessy. Integrated wealth management solutions are offered for advisors and institutions. GeoWealth has raised $117.5 million across 6 funding rounds from investors including J P Morgan, Apollo Global Management and BlackRock. GeoWealth has completed 1 acquisition, including First Ascent Asset Management. Its website geowealth.com draws about 28 thousand monthly visits. GeoWealth offers products and services including TAMP Platform and Portfolio Solutions. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its competitors include Altruist and CAIS; 2 of its 2 listed competitors have raised funding.
Company details
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.
- Headquarters Chicago, United States
- Founders Michael O'Shaughnessy
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website geowealth.com
- Social LinkedIn
- Total Equity Funding$117.5M (USD)
in 6 rounds
- Latest Funding Round$42.5M (USD), Series C
Mar 2026
- InvestorsJ P Morgan
& 4 more
- Investments & Acquisitions
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
Funding Insights of GeoWealth
GeoWealth has successfully raised a total of $117.5M across 6 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.
- Total Funding $117.5M
- Total Rounds 6
- Last Round Series C — $42.5M
- Investors Count 5
All 6 funding rounds of GeoWealth 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 2026 | $42.5M | Series C | – | – | |
| Aug 2025 | $38M | Series C | – | Apollo Global Management | – |
| Jul 2024 | $18M | Series B | – | BlackRock | |
| Nov 2021 | $19M | Series B | – | Kayne Anderson Capital Advisors | |
| Jan 2021 | Series A | – | – | – | |
| Dec 2018 | Series A | – | J P Morgan | – |
5 investors in total: 5 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Buyouts are targeted through private equity investments by the firm. | 1990 | apollo.com | New York, United States | |
| goldmansachs.com | ||||
Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | 1988 | blackrock.com | New York, United States | |
| kaynecapital.com | ||||
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States |
Investor details for GeoWealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of GeoWealth
19 people are tracked at GeoWealth (15 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Michael O'Shaughnessy | Co-Founder | Leadership |
Bob Herrmann | Executive Director | Leadership |
Alex Stewart | VP, Head of Trading | Leadership |
David Kjellman | VP, Senior Trader | Leadership |
Ivo Ivanov | SVP, Chief Investment Officer | Leadership |
Evan Lieberman | Svp, Chief Compliance Officer | Leadership |
Justin Farmer | SVP, Co-Head of Operations | Leadership |
Jack Hannah | EVP, COO | Leadership |
Colin Ruthven | SVP, CTO | Leadership |
Bridget Ward | VP, Compliance Specialist | Leadership |
Colin Falls | President | Leadership |
Katie Bomher | Svp, Head Of Marketing | Leadership |
Jen Wing | SVP, Head of Asset Management | Leadership |
Chelsea Kmiecik | Vp, Strategy | Leadership |
Peter Macioch | VP, Operations | Leadership |
Sam Smith | Portfolio Manager | Team |
Brendan Falls | SVP, Strategic Growth | Team |
Brett Rainey | Svp, Strategic Operations | Team |
Vivian Li | Strategic Consultant | Team |
Complete people profiles for GeoWealth
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.
Investments & Acquisitions by GeoWealth
GeoWealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include First Ascent Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management services are provided by the firm. | firstascentam.com | Denver, United States | 2015 | Mar 2023 | •••• |
Complete acquisition details for GeoWealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of GeoWealth
4 dated milestones of GeoWealth across 16 years, from founding to its latest funding, stage changes and deals.
- Founded GeoWealth is founded.
- Funding First funding round.
- Acquisition Acquires First Ascent Asset Management.
- Funding Latest funding round, Series C, of $42.5M.
Competitors of GeoWealth
GeoWealth has 2 listed competitors in our database, 2 of them funded. They include Altruist and CAIS.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| caisgroup.com | 2009 | New York, United States | $734M | Financial planning and advisory solutions are offered to wealth managers. |
Detailed competitors of GeoWealth
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 GeoWealth
The website of GeoWealth (geowealth.com) receives about 27.8K visits a month.
- Monthly visits27.8K
▲ 40.1% vs previous month
Websites whose visitors overlap most with GeoWealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
riachannel.com | riachannel.com | 100% | #1,459,453 | – | |
| realinvestmentadvice.com | 87% | #379,323 | View details | ||
| ceritypartners.com | 82% | 88.3K | #394,841 | View details | |
| businessweek.com | 64% | 3.8K | #4,720,212 | View details | |
| wealthmanagement.com | 62% | 206.6K | #257,816 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as GeoWealth (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Geowealth
Complete news archive for GeoWealth
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- Full article archive
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- Older coverage
- Brand-specific news history
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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 6 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 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.