GeoWealth - M&A Summary and Business Overview

Financial ServicesCompany

GeoWealth M&A Summary

GeoWealth has acquired 1 company, including 1 in the last 5 years.

GeoWealth has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

GeoWealth Business Overview

Where is GeoWealth headquartered?

GeoWealth is headquartered in Chicago, Illinois.

What sector is GeoWealth in?

GeoWealth is a financial services company.

When was GeoWealth founded?

GeoWealth was founded in 2010.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

GeoWealth

GeoWealth Management LLC

444 N. Michigan Ave., Suite 3150,
Chicago, Illinois 60611
United States,
(312) 219-9160
www.geowealth.com

GeoWealth provides an end-to-end asset management platform for registered investment advisors. The company provides a proprietary technology platform and advisory services for trading and rebalancing of the RIA’s model portfolios, a white-labeled client portal with reporting functionalities and back-office services, billing and account management. GeoWealth was founded in 2010 and is based in Chicago, Illinois.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
First Ascent Asset Management LLC 2023-03-23 - Add-on Acquisition
Denver, Colorado · www.firstascentam.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Colorado 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2010

 Subscribe to unlock this and 208,602
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 204K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for GeoWealth

Illinois Companies , Financial Services Companies , United States Companies , Illinois Financial Services Companies , Illinois Financial Services with Acquisitions , Illinois Financial Services with Divestitures

Related Lists for Illinois Companies

Largest Illinois Companies , Acquisitive Illinois Companies , Recently Acquired Illinois Companies , Recently Sold Illinois Companies , Private Illinois Companies , Public Illinois Companies , Acquired Illinois Companies , PE Backed Illinois Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal