TipRanks
pc:geowe

GeoWealth

GeoWealth is a Chicago-based financial technology company providing a turnkey asset management platform (TAMP) for registered investment advisors. The firm offers a proprietary unified managed account (UMA) framework that streamlines mid- and back-office operations, delivers diversified model portfolios, and enables integration of public-private investment solutions at scale.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation
Estimated Valuation
Total Amount Raised$43M
Total Amount Raised$43M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$43M
Latest Funding Amount$43M
Latest Funding RoundSeries C
Latest Funding RoundSeries C
Post-Money Valuation
Post-Money Valuation

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Jun 01, 2026
Series C
$42.50M

Investors

Investor Name
Funding Round

Similar Companies

A snapshot of private companies similar to GeoWealth, helping you discover and navigate related company profiles.

Related News and Analysis