GEOWEALTH, LLC

geowealth-llc-logo

GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven sp... ectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.

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GEOWEALTH, LLC

Social Links:

Industry:
Advice Asset Management Finance Financial Services FinTech Marketplace Wealth Management

Founded:
2010-01-01

Address:
Chicago, Illinois, United States

Country:
United States

Website Url:
http://www.geowealth.com

Total Employee:
51+

Status:
Active

Contact:
(312)219-9160

Email Addresses:
[email protected]

Total Funding:
19 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress


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Current Employees Featured

colin-falls_image

Colin Falls
Colin Falls President @ GeoWealth, LLC
President
2013-08-01

jack-hannah_image

Jack Hannah
Jack Hannah EVP, Chief Operating Officer @ GeoWealth, LLC
EVP, Chief Operating Officer

christopher-daly_image

Christopher Daly
Christopher Daly SVP, Chief Digital Officer @ GeoWealth, LLC
SVP, Chief Digital Officer

colin-ruthven_image

Colin Ruthven
Colin Ruthven SVP, Chief Technology Officer @ GeoWealth, LLC
SVP, Chief Technology Officer

dimitar-hristov_image

Dimitar Hristov
Dimitar Hristov SVP, Product & Innovation @ GeoWealth, LLC
SVP, Product & Innovation

ivo-ivanov_image

Ivo Ivanov
Ivo Ivanov SVP, Chief Investment Officer @ GeoWealth, LLC
SVP, Chief Investment Officer

nikolay-ivanchev_image

Nikolay Ivanchev
Nikolay Ivanchev SVP, Head of Engineering @ GeoWealth, LLC
SVP, Head of Engineering

justin-farmer_image

Justin Farmer
Justin Farmer SVP, Head of Operations @ GeoWealth, LLC
SVP, Head of Operations

bob-herrmann_image

Bob Herrmann
Bob Herrmann Independent Director @ GeoWealth, LLC
Independent Director
2019-04-01

Investors List

j-p-morgan-asset-management_image

J.P. Morgan Asset Management

J.P. Morgan Asset Management investment in Series B - GeoWealth, LLC

kayne-partners_image

Kayne Partners

Kayne Partners investment in Series B - GeoWealth, LLC

j-p-morgan-asset-management_image

J.P. Morgan Asset Management

J.P. Morgan Asset Management investment in Series A - GeoWealth, LLC

Newest Events participated

inside-wealthstack-2021_event_image Participated in Inside WealthStack 2021 on 2021-09-27 as sponsor

td-linc-ameritrade-2020_event_image Participated in TD Linc Ameritrade 2020 on 2020-01-29 as sponsor

schwab-impact-2019_event_image Participated in Schwab IMPACT 2019 on 2019-11-04 as sponsor

td-linc-ameritrade-2019_event_image Participated in TD Linc Ameritrade 2019 on 2019-02-06 as sponsor

schwab-impact-2018_event_image Participated in Schwab IMPACT 2018 on 2018-10-28 as sponsor

Official Site Inspections

http://www.geowealth.com Semrush global rank: 1.75 M Semrush visits lastest month: 13.47 K

  • Host name: 46.102.212.35.bc.googleusercontent.com
  • IP address: 35.212.102.46
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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