The round was led by Apollo. In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for registered investment advisors (RIAs).

The previously announced investment from BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors (sub-advised by Composition Capital) is included in the Series C funding total. The strategic partnership between GeoWealth and Apollo will combine GeoWealth's unified managed account (UMA) technology, powered by its proprietary portfolio management software, with Apollo's private markets building blocks to help clients construct more efficient and robust multi-asset portfolios.

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.