Content
08/04/2025
Chicago, IL USA
GeoWealth
completed $38 million Series C Round funding. Investors include
BlackRock (lead), Apollo Global Management (lead), Kayne Anderson Capital Advisors, J.P. Morgan.
About
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. Founded in 2010, GeoWealth is headquartered in Chicago, IL.
Startup
Sector:
Fintech
SaaS
Software
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