GeoWealth

📍 Chicago, United States🗓 Founded 2010👥 82 employees💰 Last funded Oct 2021
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. DISCLOSURE: Content posted to the GeoWealth LinkedIn account is intended for general information and educational purposes only. Any comments posted in response to content that is published by GeoWealth on LinkedIn are not to be construed as an endorsement or testimonial of any product or service. We do not compensate people to provide an endorsements or testimonials.
1
Total investors
0
Early stage
0
Mid stage
0
Late stage
2010
Founded
Investor geography1 country
United States
1
Frequently asked questions
Who invested in GeoWealth?
GeoWealth has 1 investors on record on gritt.io.
When did GeoWealth last raise funding?
The most recent investment in GeoWealth recorded on gritt.io was in October 2021.
When was GeoWealth founded?
GeoWealth was founded in 2010.
What industry is GeoWealth in?
GeoWealth operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is GeoWealth based?
GeoWealth is headquartered in Chicago, United States.