Key facts
- It has raised $117.5M across 3 recorded rounds; the latest was Early Stage VC ($42.5M) in Mar 2026.
- Notable investors include Goldman Sachs Asset Management, BlackRock, JP Morgan Asset Management, Kayne Anderson Capital Advisors, Apollo Global Management (New York) — 6 tracked in total.
- GeoWealth has filed 2 Form Ds with the SEC since 2023, most recently Aug 2025 ($41.9M sold to 6 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 3 rounds
- ·The complete investor list — 6 names
- ·Watchlist + deal alerts for GeoWealth
Funding rounds
3 roundsAbout GeoWealth
Developer of a turnkey asset management platform (TAMP) designed for registered investment advisors (RIA's). The company's cloud-based wealth management technology platform provides advisors with a comprehensive suite of features, including reporting, reconciliation, aggregation, billing and trading also offers turnkey access to a growing menu of exchange-traded fund model portfolios that are fully integrated within the platform, enabling advisors and firms to grow faster and serve clients more efficiently with customizable investment strategies.
- Sector
- Financial Services
- HQ
- Chicago, IL, United States
- Founded
- 2010
- Employees
- 141
- Website
- geowealth.com/
- Ownership
- Privately Held (backing)
GeoWealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in GeoWealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on GeoWealth in its N-PORT filings yet. We sweep new filings monthly.