Funding

GeoWealth

United States · Fintech · Enterprise software

Provides a proprietary technology and turnkey asset management platform for registered investment advisors

Visit geowealth.comFunding history

Funding history

1 round · 1 with disclosed amounts
AnnouncedRoundAmountInvestors
Series C$42.5MApollo — Role not disclosedBlackRock — Role not disclosedGoldman Sachs — Role not disclosedJ.P. Morgan Asset Management — Role not disclosedKayne Anderson Capital Advisors — Role not disclosed

Investors

ApolloSeries CBlackRockSeries CGoldman SachsSeries CJ.P. Morgan Asset ManagementSeries CKayne Anderson Capital AdvisorsSeries C

Coverage

Mar 19, 2026GeoWealth · Series C

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