Funding
Series C · Fintech

GeoWealth raises $42.5m Series C for advisor asset management

Goldman Sachs, Apollo, BlackRock and other investors participated in the financing.

Updated Oct 16, 2026By RoundOS Funding desk

GeoWealth raised $42.5 million in Series C financing on March 19. Participants included Goldman Sachs, Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors. The company provides technology and a turnkey asset-management platform for registered investment advisors.

Funding history

Series C · This round$42.5M

Sources

  1. GeoWealthprojectstartups.com
  2. businesswire.com

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