GeoWealth

WealthTechInvestment

We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo. GeoWealth is an end-to-end technology platform and turnkey asset management platform (TAMP)

2002
Founded
24y
Age
$37M
Total funding
Investment
Area

Funding timeline

Jul 2024
Venture Round - GeoWealth
$18M
Nov 2021
Series B - GeoWealth, LLC
$19M
Dec 2018
Series A - GeoWealth, LLC
Undisclosed