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GeoWealth

GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.

geowealth.com

Founded

2010

Employees

Between 50 - 100 employees

Raised

$19,000,000

Headquarters Location

444 N Michigan Ave suite 3150, Chicago, IL 60611

Public

FALSE

Acquired

FALSE

Founders

Gerry O Shaughnessy
Gerry O Shaughnessy

Funding Rounds

$19,000,000

  • J.P. Morgan Asset Management
  • Kayne Partners

November 2021

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