GeoWealth

Private

Chicago-based turnkey asset management platform (TAMP) built for registered investment advisors. Enables RIAs to build open-architecture custom models and manage client portfolios through a unified technology platform.

Founders Colin Falls

CEO Colin Falls

Company

Founded

2015

Headquarters

Chicago, United States

Financials

Total Funding

$118M

Sectors

Fintech SaaS

geowealth.com

Funding History

4 rounds

Series C Mar 20, 2026

$43M

Goldman Sachs (Lead)

Series C Aug 1, 2025

$38M

Apollo (Lead) BlackRock J.P. Morgan Asset Management

Undisclosed Jul 1, 2024

$18M

BlackRock (Lead) Kayne Anderson Capital Advisors J.P. Morgan Asset Management

Series B Nov 1, 2021

$19M

Kayne Anderson Capital Advisors (Lead) J.P. Morgan Asset Management

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.