Tech Company Financing Transactions
GeoWealth Funding Round
GeoWealth, based in Chicago, secured $18 million in funding from BlackRock, J.P. Morgan and Kayne Anderson Capital Advisors.
Transaction Overview
Company Name
Announced On
7/25/2024
Transaction Type
Venture Equity
Amount
$18,000,000
Round
Undisclosed
Investors
Proceeds Purpose
The company intends to use the funds to support the continued development of offerings that enable advisors to meet client demand for access to an increasingly broad range of asset types in a unified account.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
444 N. Michigan Ave. 3150
Chicago, IL 60611
USA
Chicago, IL 60611
USA
Phone
Website
Email Address
Overview
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions.
Management Team
Title
Name
Email & Social
Browse more venture capital transactions:
Prev: 7/24/2024: Harvey venture capital transaction
Next: 7/25/2024: Deepc venture capital transaction
Share this article
About Our Venture Capital Transactions Database
Our team works diligently to report on every notable VC transaction. All VC database entries reported here come from publicly available VC deal announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.
Additional Resources for Entrepreneurs