Basic info
Industry
financial services
Sectors
Wealth Management
Marketplace
Advice
Asset Management
Portfolio Construction & Management
Financial Services
Finance
Back Office
FinTech
Financial Technology & Services
Investment Strategies
Date founded
2010
Funding rounds raised
Total raised
$19M
from 2 investors over 2 rounds
G
GeoWealth raised $19M on November 4, 2021
Investors: J.P. Morgan Asset Management
G
GeoWealth raised undisclosed on December 20, 2018
Investors: J.P. Morgan Asset Management