GeoWealth: Funding, Investors & Team (Oct 2026)
GeoWealth is a complete asset management platform created to assist registered investment advisors. It offers personalized technology and a wide range of investment strategies to improve operational efficiency. The goal of the platform is to empower advisors by catering to their individual needs at every stage of wealth management.
GeoWealth has raised $98.5M across 3 funding rounds on record, the most recent a Series C of $42.5M announced in Mar 2026.
That round is above the $3.6M median round size for Commerce and Shopping companies tracked on FundedIQ over the last two years.
GeoWealth Company Profile and Key Stats
Latest funding round on record: Mar 2026.
GeoWealth Funding Rounds
GeoWealth raised $18.0M in an undisclosed round announced in Jul 2024.
1.1 years later, a Series C of $38.0M was announced in Aug 2025.
7 months later, a Series C of $42.5M was announced in Mar 2026.
GeoWealth Founders and Leadership Team
Contact details for the GeoWealth team: 1 of 2 have an email address on file, 1 has a LinkedIn profile.
Start 14-day free trial →GeoWealth Funding Compared to Other Commerce and Shopping Startups
GeoWealth's latest round of $42.5M is above the median round in Commerce and Shopping. Medians cover the last 24 months of disclosed rounds.
Funded Startups Like GeoWealth in Commerce and Shopping and Chicago
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GeoWealth Funding FAQs
What does GeoWealth do?
GeoWealth is a complete asset management platform created to assist registered investment advisors. It offers personalized technology and a wide range of investment strategies to improve operational efficiency. The goal of the platform is to empower advisors by catering to their individual needs at every stage of wealth management.
How much funding has GeoWealth raised?
GeoWealth has raised $98.5M across 3 rounds on record. The most recent is a Series C of $42.5M announced in Mar 2026.
When did GeoWealth last raise funding?
GeoWealth's most recent funding round on record is a Series C of $42.5M, announced in Mar 2026.
Who founded GeoWealth?
FundedIQ lists Colin Falls (Founder), Michael O'shaughnessy (Founder) at GeoWealth.
Where is GeoWealth headquartered?
GeoWealth is based in Chicago, Illinois, United States.
How many employees does GeoWealth have?
GeoWealth is in the 101-250 employee band.
How does GeoWealth's funding compare to other Commerce and Shopping startups?
GeoWealth's latest round of $42.5M is above the $3.6M median round size for Commerce and Shopping companies on FundedIQ across 3,501 tracked companies over the last two years.
About FundedIQ's GeoWealth Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for GeoWealth is left off this page rather than filled in.
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