GeoWealth Management — Email, Phone & Partners

Overview

GeoWealth Management is a financial technology and turnkey asset management platform (TAMP) based in Chicago, Illinois. The firm offers a comprehensive and fully integrated platform with best-in-class portfolio solutions, combining a customizable open-architecture platform with a proven spectrum of investment strategies. This approach addresses the essential needs of investment advisors and institutional investors, helping them grow faster and serve their clients more efficiently. The firm's platform supports a wide array of investment use cases for registered investment advisors (RIAs), enabling them to access a diversified lineup of model portfolios and offload mid- and back-office responsibilities, including performance reporting, billing, and portfolio accounting. GeoWealth's unified managed account (UMA) technology allows advisors to build fully managed custom models or leverage pre-built models constructed by leading asset managers. As of December 31, 2023, GeoWealth's platform supports more than $28 billion in assets, with over 180,000 accounts managed by nearly 200 RIAs nationwide. The firm has secured significant funding, including a $38 million Series C round led by Apollo in August 2025, and a $18 million growth investment led by BlackRock in July 2024. These investments support the continued development of offerings that enable advisors to meet client demand for access to an increasingly broad range of asset types in a unified account. GeoWealth's mission is to empower advisors by offering the technology, infrastructure, and back-office resources they can leverage and customize to meet any client's needs. The firm is continuously innovating to offer advisors the customization and investment flexibility they need, aiming to be the most RIA-friendly TAMP in the market. For more information about GeoWealth's customizable, tech-forward solutions designed to serve RIAs of all sizes, please visit their website at geowealth.com.

Investment Focus

Registered Investment Advisors (RIAs)

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Frequently asked questions about GeoWealth Management

What sectors does GeoWealth Management invest in?

GeoWealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Illinois, United States. GeoWealth Management is listed as a other in the ConnectSafely investor database.