Tech Company Financing Transactions
GeoWealth Funding Round
GeoWealth, based in Chicago, received $19 million from Kayne Anderson Capital Advisors and JPMorgan Chase Bank.
Transaction Overview
Company Name
Announced On
11/6/2021
Transaction Type
Venture Equity
Amount
$19,000,000
Round
Series B
Investors
Kayne Anderson Capital Advisors (Lead Investor) (Robert Shilton)
Proceeds Purpose
The additional capital will allow the company to significantly expand its product, engineering, and distribution teams.
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.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Operating Officer
Jack Hannah
Chief Technical Officer
Colin Ruthven
President
Colin Falls
Vice President
Brook Campbell
Vice President
Chris Daly
Vice President
Ivo Ivanov
Vice President
David Kjellman
Vice President
Jenna Peterson
Vice President
Scott Silverman
Vice President
Alex Stewart
VP - Bus. Development
Eric Barr
VP - Bus. Development
Brendan Falls
VP - Bus. Development
T.J. Gardner
VP - Bus. Development
John Starnes
VP - Client Services
Amy Arnold
VP - Engineering
Nikolay Ivanchev
VP - General Counsel
Evan Lieberman
VP - Marketing
Katie Bomher
VP - Operations
Benjamin Avis
VP - Operations
Justin Farmer
VP - Operations
Josh Hagar
VP - Operations
Peter Macioch
VP - Product Management
Dimitar Hristov
VP - Product Management
Ross Ringer
VP - Product Management
Janet Vermillion
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