When was GeoWealth founded?

GeoWealth was founded in 2010 and raised its 1st funding round 8 years after it was founded.

Where is GeoWealth located?

GeoWealth is headquartered in Chicago, United States.

How many employees does GeoWealth have?

As of Mar 31, 2026, the latest employee count at GeoWealth is 141.

Is GeoWealth a funded company?

GeoWealth is a funded company, having raised a total of $118M across 5 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Dec 20, 2018.

When was the latest funding round of GeoWealth?

GeoWealth's latest funding was a $***** Series C round on Mar 19, 2026, with participation from 1 investor.

Where does GeoWealth rank among its competitors?

GeoWealth ranks 13th amongst 311 active competitors, of which 55 are funded. It stands 2nd in terms of total funding among its competitors.

Who are the top competitors of GeoWealth?

GeoWealth's top competitors include PureFacts, bunch and SMArtX. Among them, GeoWealth secured the most recent funding round in March, 2026.

GeoWealth - 2026 Company Profile, Team, Funding & Competitors

Company Details

GeoWealth is an advisory platform, providing integrated wealth management solutions for RIAs, advisors in transition, institutional investors, family offices, and insurance agents. It provides cloud-based advisory solutions on CRM, client prospecting or proposal generation, portfolio construction, portfolio monitoring & reporting, rebalancing, and back office. While its insurance technology serves CRM, prospecting/proposal generation, document vault, and income calculator. It has various portfolio solutions- Geowealth portfolios, Global X portfolios, J.P. Morgan portfolios, and state street global advisors portfolio.

Website: geowealth.com
Email ID: *****@geowealth.com
Phone Number: +1 **********

Key Metrics

Founded Year

2010

Location

Chicago, United States

Stage

Series C

Total Funding

$118M in 5 rounds

Latest Funding Round

Series C, Mar 19, 2026, $*****

Investors

J P Morgan & 3 more

Ranked

13^th among 311 active competitors

Employee Count

141 as on Mar 31, 2026

Investment & Acquisitions

First Ascent Asset Management

Similar Companies

PureFacts & 330 more

View GeoWealth's full profile

GeoWealth has raised a total funding of $118M over 5 rounds. Its first funding round was on Dec 20, 2018. Its latest funding round was a Series C round on Mar 19, 2026 for $*****. 1 investor participated in its latest round. GeoWealth has 4 institutional investors.

Here is the list of recent funding rounds of GeoWealth:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 19, 2026	9844724	Series C	6595596	4367702	3162273	6172416
Aug 04, 2025	2498640	Series C	4697734	8752330	7488330	2025211
Jul 25, 2024	2440151	Series C	7115847	5530026	BlackRock	J P Morgan & 1 more

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View details of GeoWealth's funding rounds and investors

The founders of GeoWealth is Michael O'Shaughnessy. Colin Falls is the CEO of GeoWealth.

Here are the details of GeoWealth's key team members:

Michael O'Shaughnessy: Co-Founder of GeoWealth.

View details of GeoWealth's Founder profiles and Board Members

GeoWealth's employee count trend

GeoWealth has 141 employees as of Mar 26. Here is GeoWealth's employee count trend over the years:

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Top competitors of GeoWealth include PureFacts, bunch and SMArtX. Here is the list of Top 10 competitors of GeoWealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Scotiabank, Round13 & 1 others	63/100
2nd	bunch 2021, Berlin (Germany), Series A	Online platform for portfolio management	$23M	Cherry Ventures, Motive Partners & 7 others	59/100
3rd	SMArtX 2010, West Palm Beach (United States), Series D	Performance monitoring and account valuation solution	$39.7M	IA Capital Group, FINTOP & 2 others	58/100
4th	Jacobi 2014, San Francisco (United States), Series A	Cloud-based portfolio design platform	$25.6M	Western Technology Investment, LeFrak & 8 others	58/100
5th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Citi Ventures, Y Combinator & 3 others	57/100
6th	MProfit 2007, Mumbai (India), Seed	The platform tracks multi-asset investment portfolios	$2M	Enam Holdings, Volrado Venture Partners & 9 others	57/100
7th	Alkymi 2017, New York City (United States), Series A	Developer of enterprise data digitization and analytics solutions	$26M	Canaan, Intel Capital & 5 others	56/100
8th	CAIS 2009, New York City (United States), Series C	Platform offering financial planning and advisory solutions for wealth managers	$734M	Apollo Global Management, Stone Point Capital ... & 12 others	56/100
9th	Netwealth 1999, Melbourne (Australia), Public	Portfolio management solutions for financial advisors	-	Alium Capital, AMCIL	56/100
10th	Axioma 1998, New York City (United States), Acquired	Risk management and portfolio construction solution	$22.5M	Goldman Sachs, Salmon River Capital & 7 others	55/100
13th	GeoWealth 2010, Chicago (United States), Series C	Advisory & Wealth management solutions	$118M	Apollo Global Management, BlackRock & 2 others	58/100