GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced it has expanded its Series C financing to include a $42.5 million minority investment from Goldman Sachs to support its rapid momentum with an additional growth investment, while also providing liquidity to shareholders. With the latest investment, GeoWealth's family office owner, The Globe Resources Group, retains majority ownership, while Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors (sub-advised by Composition Capital) remain minority investors.

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.