GeoWealth
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution for RIAs. Its user-friendly technology provides access to diversified model portfolios and handles back-office tasks like reporting and billing. The platform aims to help advisors grow faster and serve clients more efficiently.
Buy Funded Startups lists
Funding Round: Growth Investment
Funding Amount: $18M
Date: 25-Jul-2024
Investors: BlackRock, Kayne Anderson Growth Capital, J.P. Morgan Asset Management
Markets: Fintech, Asset Management, Financial Services, Wealth Management
HQ: Chicago, Illinois, United States
Founded: 2010
Website: https://geowealth.com/
LinkedIn: https://www.linkedin.com/company/geowealth
Twitter: https://twitter.com/GeoWealthTech
Crunchbase: https://www.crunchbase.com/organization/geowealth
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