Company Overview
- Website
- geowealth.com
- Phone
- (312) 219-9160
- Employees
- 102
- Founded in
- 2010
- Industry
- Financial Services
- NAICS Codes
-
51 - Information513 - Publishing Industries52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities73 - Business Services737 - Computer Programming, Data Processing, and Other Computer Related
Financials & Stats
Revenue
$17B
Total Funding Amount
$19M
Recent News & Media
GeoWealth: The Potential Pitfalls of DIY Portfolio Management
- Jul 7, 2025
- thewealthadvisor.com
Goldman launches public-private portfolios for RIAs
- May 6, 2025
- citywire.com
GeoWealth plans to provide direct indexing and private investment options
- Apr 8, 2025
- irei.com
Goldman TAMP Partner GeoWealth Adding Direct Indexing, Private Markets By End of Q2
- Apr 4, 2025
- wealthmanagement.com
US fintech GeoWealth bags $18m investment led by BlackRock
- Mar 26, 2025
- fintechfutures.com
BlackRock Debuts Public-Private Model Portfolios
- Mar 26, 2025
- marketsmedia.com
Who is GeoWealth
GeoWealth is a privately held company located in Chicago, Illinois, with 102 employees and annual revenue of $16.5 million. The company operates as a Turnkey Asset Management Platform (TAMP) specifically designed to serve Registered Investment Advisors (RIAs). GeoWealth provides a comprehensive suite of wealth management technology solutions, combining an integrated advisor tech platform with investment strategies. Their customizable, open-architecture platform caters to a variety of advisor needs, encompassing investment strategies, client management tools, and reporting features. GeoWealth's aim is to empower advisors to enhance efficiency and accelerate their business growth. GeoWealth distinguishes itself by offering award-winning technology tailored to the specific requirements of RIAs. Their platform combines best-in-class investment solutions with a comprehensive advisor technology suite, aiming to streamline workflows and enhance advisor productivity. Interested parties can learn more about GeoWealth's solutions and schedule a demonstration by visiting their website at geowealth.com.
Company Leadership
GeoWealth Industry Tags
GeoWealth Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 17M | 42 | Reading, PA | 1973 |