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GeoWealth raised $18 million in a growth investment round led by BlackRock to develop offerings enabling advisors to meet client demand for a broad range of asset types.

Jul 26, 202412 months ago

Amount Raised

$18 Million

Chicago

Investors

J.P. Morgan Asset ManagementKayne Anderson Growth CapitalBlack Rock

Description

GeoWealth, a proprietary technology and turnkey asset management platform, announced the closure of an $18 million growth investment round led by BlackRock. The funding will be used 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

GeoWealth

Location

Chicago, Illinois, United States

About

GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. Maximize bottom line & efficiency.

FundzWatch™ Score

60
Medium Activity

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech