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GeoWealth
Wealth Management Technology
- 21-100 employees
- Fintech
- B2B
- Investing
- Financial Services
- SaaS
- Near North, Chicago, IL
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Company mission
GeoWealth mission is to address all essential needs of its investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.
36% employee growth in 12 months
Our take
GeoWealth is a turnkey asset management platform (TAMP) that was set up to serve investment advisors rather than independent broker-dealers, as is the case with most established TAMP providers.
GeoWealth was founded in 2010 and it has maintained a sharp focus on giving Registered Investment Advisors (RIAs) the tools they need to serve their clients more effectively. These include back-office service support, tools for portfolio accounting, performance reporting and billing, and access to model portfolios.
GeoWealth's platform assets have increased significantly to over $17.5 billion, not an unimpressive feat. The firm secured new funding, and aims to use this to further accelerate product development, while expanding its engineering, and distribution teams. The ultimate aim to increase its market share amongst advisory firms in the US.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Health, dental, and vision benefits
- FSA and transit benefits
- Flexible PTO
- Flexible working schedule
- Performance-based bonuses
- Team outings, happy hours and volunteering events
- On-site gym
- Fully-stocked kitchen
- 401(k) plan with company match
Funding (2 rounds)
Jul 2024
$18m
LATE VC
Feb 2022
$19m
LATE VC
Total funding: $37m
This company has top investors
Leadership
Colin Falls
(President, not founder)A Notre Dame alum who served as Director of Corporate Retirement at Frontier Wealth Management. First joined GeoWealth as Managing Director before being made President in 2013.
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