Total Funding
76
57
Total FundingSeries C raised
Growth Score
-9 pts
Heat Score
-27 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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15323
GeoWealth is a technology platform offering asset management solutions for advisors.
- Colin Falls: CEO & Board Member
- Jack Hannah: President & Chief Operating Officer
About the Company
GeoWealth is a turnkey asset management platform designed to support registered investment advisors. It provides customizable technology and comprehensive investment strategies to enhance operational efficiency. The platform aims to empower advisors by addressing their unique needs throughout the wealth management lifecycle.
