Geneos Wealth Management

Other Colorado, United States ·Founded 2002

Overview

Geneos Wealth Management is a financial services firm based in Englewood, Colorado, offering investment advisory and wealth management services. Established in 2002, the firm specializes in supporting independent advisors by providing a range of services, including wealth management, financial planning, and access to various investment products. Geneos Wealth Management has a history of integrating innovative solutions, such as incorporating cryptocurrency investment options into its platform, to meet the evolving needs of its clients and advisors.

Investment Focus

  • Accredited investors

Portfolio Companies

Eaglebrook

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Frequently asked questions about Geneos Wealth Management

What sectors does Geneos Wealth Management invest in?

Geneos Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Colorado, United States. Geneos Wealth Management is listed as a other in the ConnectSafely investor database.

What stage does Geneos Wealth Management invest at?

Geneos Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage.

Which regions does Geneos Wealth Management invest in?

Geneos Wealth Management invests across United States.

What companies has Geneos Wealth Management invested in?

Geneos Wealth Management's portfolio includes Eaglebrook.

Last updated · Source: ConnectSafely investor database