GeoWealth is a modern financial technology company and turnkey asset management platform (TAMP) headquartered in Chicago, Illinois. It was founded in 2010 by prominent figures in the wealth management sector, including Colin Falls, who serves as its President and CEO. The company's primary focus is on serving independent Registered Investment Advisors (RIAs) by providing a comprehensive suite of portfolio management solutions, advisor technology, and back-office services. As of the latest updates, GeoWealth has successfully raised substantial funding in various rounds, including a notable $18 million investment led by BlackRock in 2024 to bolster its technological capabilities and service offerings.
| Attribute | Information |
|---|---|
| Founding Date | 2010 |
| Headquarters | Chicago, Illinois, USA |
| Founders | Colin Falls and team |
| Revenue | Not publicly disclosed |
| Profits | Not publicly disclosed |
| Key Investors | BlackRock, Kayne Anderson Growth Capital, J.P. Morgan Asset Management |
| Industry | Financial Technology (Fintech) |
| Number of Employees | Over 100 |
GeoWealth was established in 2010 as a response to the growing demand for integrated asset management solutions tailored for independent RIAs. The founders, with extensive backgrounds in financial technology and wealth management, aimed to revolutionize the industry by providing a platform that combined technological innovation with comprehensive advisory services. Over the years, GeoWealth grew steadily by securing partnerships with key financial entities and expanding its service capabilities. By focusing on developing a scalable infrastructure, the company managed to attract significant venture capital, laying the groundwork for its future growth trajectory.
GeoWealth operates as a TAMP, providing a seamless integration of advisor technology with portfolio management solutions. Its open-architecture platform allows investors to customize structured portfolios and access a wide range of financial products and services, including direct indexing and fixed-income SMAs. Key achievements include:
GeoWealth's current operations are heavily focused on leveraging technology to improve the efficiency and scalability of its service offerings. By combining in-depth wealth management expertise with cutting-edge technology, GeoWealth empowers advisors to streamline operations and enhance client engagement. The company's market position continues to strengthen as it expands its platform capabilities and forges strategic alliances with leading asset management firms. Its competitive advantages include a comprehensive tech-driven platform, robust client support, and a deep understanding of the wealth management lifecycle.
GeoWealth stands out as a leader in the financial technology and asset management space, especially among firms catering to independent RIAs. Its impressive growth metrics, coupled with strategic investments and an award-winning platform, highlight its pivotal role in transforming the wealth management landscape. Looking ahead, GeoWealth is poised to continue its expansion by harnessing technological advancements and forging key industry partnerships, ensuring it remains at the forefront of the TAM technology sector. Its commitment to providing flexible, client-focused solutions paves the way for sustained growth and increased market influence in the future.