GEOWEALTH, LLC
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.
GEOWEALTH, LLC
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
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 President @ GeoWealth, LLC
President
2013-08-01
Jack Hannah EVP, Chief Operating Officer @ GeoWealth, LLC
EVP, Chief Operating Officer
Christopher Daly SVP, Chief Digital Officer @ GeoWealth, LLC
SVP, Chief Digital Officer
Colin Ruthven SVP, Chief Technology Officer @ GeoWealth, LLC
SVP, Chief Technology Officer
Dimitar Hristov SVP, Product & Innovation @ GeoWealth, LLC
SVP, Product & Innovation
Ivo Ivanov SVP, Chief Investment Officer @ GeoWealth, LLC
SVP, Chief Investment Officer
Nikolay Ivanchev SVP, Head of Engineering @ GeoWealth, LLC
SVP, Head of Engineering
Justin Farmer SVP, Head of Operations @ GeoWealth, LLC
SVP, Head of Operations
Bob Herrmann Independent Director @ GeoWealth, LLC
Independent Director
2019-04-01
Investors List
J.P. Morgan Asset Management
J.P. Morgan Asset Management investment in Series B - GeoWealth, LLC
Kayne Partners
Kayne Partners investment in Series B - GeoWealth, LLC
J.P. Morgan Asset Management
J.P. Morgan Asset Management investment in Series A - GeoWealth, LLC
Newest Events participated
Participated in Inside WealthStack 2021
on 2021-09-27 as sponsor
Participated in TD Linc Ameritrade 2020
on 2020-01-29 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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