GeoWealth

About GeoWealth

GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for Registered Investment Advisors (RIAs). It combines a comprehensive, fully-integrated platform with best-in-class portfolio solutions to help advisors grow faster and serve clients more efficiently, focusing on maximizing client wealth, improving practice efficiency, and strengthening business outcomes.

Products & Services

Advisor Technology:An integrated, purpose-built technology platform providing a holistic solution for advisors in one place.

Portfolio Solutions:Leverages GeoWealth's trading team and expertise to manage client portfolios more effectively.

Services & Support:Outsourced services to eliminate time-consuming tasks, enhancing efficiencies as advisors scale.

Advisor Training:Training support to assist financial advisors in enhancing their skills and services.

Specialties

Turnkey Asset Management Platform (TAMP) Advisor Technology Portfolio Solutions Back Office Services Wealth Management Solutions for RIAs

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series C T: - FT: Series C	A: 42500000 MR: - FA: $42.5 million FAN: 42500000	D: 2026-03-19 FD: 2026-03-19	6 investors
2	RT: Series C T: - FT: Series C	A: 38000000 MR: - FA: $38 million FAN: 38000000	D: 2025-08-04 FD: 2025-08-04	5 investors
3	RT: Growth Investment T: - FT: Growth Investment	A: 18000000 MR: - FA: $18 million FAN: 18000000	D: 2024-07-25 FD: 2024-07-25	3 investors

Series C Latest

2026-03-19

$42.5M

6 investors (Pro only)

Series C 2025-08-04

$38.0M

Growth Investment 2024-07-25

$18.0M

View 2 more funding rounds with Pro

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

C

Colin Falls

Chief Executive Officer

LinkedIn (Pro only)

J

Jack Hannah

President & Chief Operating Officer

LinkedIn (Pro only)

B

Bethany Riesenberg

SVP, Finance

B

Brendan Falls

EVP, Chief Growth Officer

C

Cliff Schoeman

EVP, Chief Product Officer

C

Colin Ruthven

SVP, Chief Technology Officer

View 19 more team members with Pro

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Recent News

GeoWealth Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised