GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth's user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 08/04/25 | $38,000,000 | Series C |
Apollo Global Management BlackRock JP Morgan Kayne Anderson Capital Advisors | undisclosed |
