GeoWealth
GeoWealth is a wealth management technology platform for investment advisors, with 144 employees. It has raised $119M, including a Series C in March 2026 from investors like Apollo and BlackRock.
The growth story
GeoWealth grew from 66 to 144 employees between 2021 and 2026, raising $119M along the way, most recently a Series C in March 2026.
About
GeoWealth provides a customizable platform that helps investment advisors manage client assets and access investment strategies. Its open-architecture software integrates with other tools advisors use, aiming to streamline their operations.
The company has raised $119M, with its Series C led by major financial players like Apollo and BlackRock. Its headcount of 144 suggests steady scaling since its 2010 founding, though recent growth rates are unclear.
Founders and leadership
Engineering is GeoWealth's largest function, with 34 employees. The company is led by a team with deep wealth management expertise, spanning the full lifecycle of advisory services.
The GeoWealth org chart
Michael O'Shaughnessy (Chairman, Co-Founder) leads 46 mapped leaders with 5 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 35 (+17% YoY), Operations 19 (-5% YoY), Consulting 16 (+7% YoY), Finance 16 (-11% YoY), Business Development 11 (-21% YoY), Information Technology 11 (0% YoY).
Talent flow
GeoWealth draws heavily from financial services firms, with Envestnet, Codix, and Merrill Lynch as top talent sources. Alumni have moved to roles at JPMorganChase and Signal Advisors. Sofia University and the University of National and World Economy are its most common alma maters.
Most common previous employers of GeoWealth staff: Envestnet (7), Codix (4), Merrill Lynch (4), First Ascent Asset Management (4), VMware (4), Freedom Advisors (3). Former GeoWealth employees most often moved to Signal Advisors (2), JPMorganChase (2), Axway (2), Yettel.Bulgaria (1), Telerik Academy (1), Atlas (1).
Alumni worth knowing
Web traffic
Traffic mix: 66% direct, 25% search, 2% social, 1% paid.
What this company is made of
Most common skills at GeoWealth: Microsoft Office (39), Microsoft Excel (35), Leadership (35), Customer Service (30), Management (27), SQL (25), Microsoft Word (25), Teamwork (25).
Where the team actually sits
GeoWealth people are concentrated in Sofia City, Bulgaria (24), Illinois, United States (22), Bulgaria (21), Greater Chicago Area (18).
Search footprint
GeoWealth attracts about 2,131 organic search visits a month, traffic worth roughly $8K a month if bought through ads. It gained 143 ranking keywords and lost 72 in the last period.
What employees say
- Compensation
- 5.00 / 5
- Career opportunities
- 5.00 / 5
- Senior management
- 5.00 / 5
- Work-life balance
- 5.00 / 5
Frequently asked
GeoWealth has 144 employees as of September 2026.
GeoWealth has raised $119M in total, most recently a Series C round in March 2026.
GeoWealth was founded in 2010 by Michael O'Shaughnessy.
Michael O'Shaughnessy (Chairman, Co-Founder) sits at the top of GeoWealth's reporting structure, with 5 direct reports.
The most common previous employers of current GeoWealth staff are Envestnet (7 people), Codix (4 people), Merrill Lynch (4 people).
Former GeoWealth employees most often move to Signal Advisors (2), JPMorganChase (2), Axway (2).
GeoWealth attracts about 2,131 organic search visits a month, worth roughly $8K a month in equivalent ad spend.
The most common skills among GeoWealth staff are Microsoft Office, Microsoft Excel, Leadership, Customer Service, Management.
GeoWealth staff are concentrated in Sofia City, Bulgaria (24), Illinois, United States (22), Bulgaria (21).
GeoWealth has about 35 people in Engineering, up 17% over the past year, as of September 2026.
GeoWealth has about 19 people in Operations, down 5% over the past year, as of September 2026.
Computed from 104 current and 80 former GeoWealth profiles, as of September 2026. Source: Crustdata.
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