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 Aug 31, 2026, the latest employee count at GeoWealth is 148.

Is GeoWealth a funded company?

GeoWealth is a funded company, having raised a total of $118M across 6 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. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.94B in funding in 2026 to date.

Where does GeoWealth rank among its competitors?

GeoWealth ranks 11th amongst 375 active competitors, of which 61 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was CAIS, which secured $170M in Jul, 2026.

Who are the top competitors of GeoWealth?

GeoWealth's top competitors include bunch, PureFacts and getquin. Among them, CAIS secured the most recent funding round in July, 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 6 rounds

Latest Funding Round

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

Investors

J P Morgan & 5 more

Ranked

11^th among 375 active competitors

Employee Count

148 as on Aug 31, 2026

Investment & Acquisitions

First Ascent Asset Management

Similar Companies

bunch & 381 more

View GeoWealth's full profile

GeoWealth has raised a total funding of $118M over 6 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 6 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	1151192	Series C	9933099	1829419	8943443	8641348
Aug 04, 2025	4399534	Series C	6109754	3086059	8550046	9494021
Jul 25, 2024	3106186	Series C	4944054	5487607	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.

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 148 employees as of Aug 26. Here is GeoWealth's employee count trend over the years:

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Top competitors of GeoWealth include bunch, PureFacts and getquin. 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	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	Portage, FinTech Collective & 9 others	67/100
2nd	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Scotiabank, Canadian Business Growth Fund ... & 2 others	65/100
3rd	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 11 others	64/100
4th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	61/100
5th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
6th	Opto Investments 2020, New York City (United States), Series A	Online platform provides software solutions for financial advisors	$145M	Tiger Global Management, LeFrak & 6 others	60/100
7th	CAIS 2009, New York City (United States), Series D	Platform offering financial planning and advisory solutions for wealth managers	$904M	Reverence Capital Partners, Eldridge Industries ... & 20 others	60/100
8th	Nitrogen Wealth 2011, Auburn (United States), Acquired	Client engagement solutions for wealth management firms	$23.7M	FTV Capital, HgCapital Trust & 3 others	59/100
9th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel & 1 others	58/100
10th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	Edison Partners, Cultivate Ventures & 6 others	58/100
11th	GeoWealth 2010, Chicago (United States), Series C	Advisory & Wealth management solutions	$118M	Goldman Sachs, BlackRock & 4 others	58/100