Certified by Founder Lodge
GeoWealth
United States - Chicago, IL
START UP
1 Disclosed Funding Rounds $38,000,000
0 Participating Investments
-
Founded date
2010
-
Operating Status
Active
-
Last Funding Type
Seed
-
Company Type
For Profit
- Website
- Contact
- Social Links
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.
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Ceedar | $200,000 | (Aug 5, 2025)
Conversion | $28,000,000 | (Aug 5, 2025)
Still Bright | $18,700,000 | (Aug 5, 2025)
Afaxys, Inc. | $8,000,000 | (Aug 5, 2025)
