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GeoWealth
United States - Chicago, IL
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1 Disclosed Funding Rounds $38,000,000
0 Participating Investments
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Founded date
2010
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). We are an award-winning provider of w
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| August, 05 ,2025 | Series C | $38,000,000 |
Apollo Global Management, Inc.
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Truework
Finix
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TeamApt Inc.
Manufact (formerly mcp-use) | $6,300,000 | (Feb 13, 2026)
CYDELPHI | $3,000,000 | (Feb 13, 2026)
Integrate | $17,000,000 | (Feb 13, 2026)
Maestro Tech, Inc. | $1,200,000 | (Feb 13, 2026)
Reflow | $15,000,000 | (Feb 13, 2026)
