GeoWealth

Private

Chicago, IllinoisFinTechhttps://geowealth.com/

Last Round

Series C

Extension

Mar 19, 2026

Total Funding Raised

$99.5M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

GeoWealth is a financial technology company that provides a cloud-based Turnkey Asset Management Platform (TAMP) designed to help registered investment advisors (RIAs) manage portfolio construction, trade execution, and back-office operations.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting, Payment Processing Fee

AI Layer

Non-AI

Keywords

turnkey asset management platformTAMPregistered investment advisorRIAportfolio management softwarewealth management platformportfolio accountingmodel marketplaceinvestment operationswealthtechautomated rebalancingperformance reportingSaaS wealth managementback-office outsourcingAUM

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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GeoWealth Comps

Public and private peers based on sector, stage, and business model.

GeoWealth comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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GeoWealth Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series C Extension	Mar 19, 2026
Series C	Aug 4, 2025
Series B	Nov 4, 2021
Series A	Dec 20, 2018

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Key People

Founding team and executive leadership

Colin Falls

CEO & Board Member

Executive Team

Jack Hannah

President COO

Executive Team

Clifford Schoeman

EVP Chief Product Officer

Executive Team

GeoWealth Investors

Notable investors and investment history

GeoWealth investors
Investor	Rounds
Composition Capital	Series C
Kayne Anderson Capital Advisors	Series C, Series B, Series C Extension
Goldman Sachs (Asia) LLC	Series C Extension
Goldman Sachs Asset Management Private Equity	Series C Extension
Kayne Anderson Rudnick	Series C
Kayne Partners	Series B
J.P. Morgan Asset Management	Series C, Series B, Series C Extension, Series A

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Market signals

Structured signals derived from secondary market and firmographic data.

Mar 20, 2026
Lake joins the board of directors.
Mar 19, 2026
$43M round completed.

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GeoWealth Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation	Sign Up to view	Mock Valuation
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GeoWealth Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersChicago, Illinois

Employee Range143

Year Founded2010

Last FundingMar 19, 2026

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