GeoWealth’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors. Read more

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors. Read more

Colin Falls's photo - President of GeoWealth

President

Colin Falls

CEO Approval Rating

83/100

Founded:

2004

Status:

TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

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AdvisorEngine is the biggest rival of GeoWealth. AdvisorEngine is headquartered in Raleigh, North Carolina, and was founded in 2013. AdvisorEngine is in the Investment Management & Fund Operators field. AdvisorEngine generates 151% the revenue of GeoWealth.

Robustwealth is GeoWealth's #2 competitor. Robustwealth is a Private company that was founded in Lambertville, New Jersey in 2015. Robustwealth is in the Business Support Services industry. Robustwealth has 24 more employees vs. GeoWealth.

Addepar, Inc. has been one of GeoWealth's top competitors. Addepar, Inc.'s headquarters is in Mountain View, California, and was founded in 2008. Like GeoWealth, Addepar, Inc. also works within the Application Software sector. Addepar, Inc. generates 1,339% of GeoWealth's revenue.

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Is eMoney a competitor of GeoWealth?

Acquisitions

No recent acquisitions found related to GeoWealth

GeoWealth Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Dec 2018
--

J.P. Morgan Asset Management

Since GeoWealth was founded in 2004, it has participated in 1 round of funding. In total GeoWealth has raised $0. GeoWealth's funding round was on Dec 2018 for a total of $0

Investments

No recent investments found related to GeoWealth

GeoWealth News

GeoWealth Press Releases

Headquarters

444 North Michigan Avenue Stuite 820

Chicago, Illinois60611

312-219-9160

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Summary

ABOUT

Overview

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors. GeoWealth was founded in 2004. GeoWealth's headquarters is located in Chicago, Illinois, USA 60611. It has raised undisclosed amount in 1 round...

CEO

GeoWealth's President, Colin Falls, currently has an approval rating of 83%. GeoWealth's primary competitors are AdvisorEngine, Robustwealth & Addepar, Inc..

Website

geowealth.com

Frequently Asked Questions about GeoWealth

  1. When was GeoWealth founded?

    GeoWealth was founded in 2004
  2. Who is GeoWealth's CEO?

    GeoWealth's CEO is Colin Falls
  3. How much revenue does GeoWealth generate?

    GeoWealth generates $5.6M in revenue
  4. How much funding does GeoWealth have?

    GeoWealth has historically raised $0 in funding
  1. Where is GeoWealth's headquarters?

    GeoWealth's headquarters is in Chicago Illinois, USA
  2. How many employees does GeoWealth have?

    GeoWealth has 36 employees
  3. What sector does GeoWealth operate in?

    GeoWealth is in Application Software, Enterprise Software
  4. Who are GeoWealth's competitors?

    GeoWealth's top competitors are AdvisorEngine, Robustwealth, Addepar, Inc.