GeoWealth Raises $42.5M Series C

GeoWealth, a Chicago-based financial technology company and turnkey asset management platform (TAMP) for registered investment advisors, has raised $42.5 million in a strategic expansion of its Series C financing round.

Investors

Goldman Sachs led the investment round, which also included participation from existing minority investors Apollo, BlackRock, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors.

GeoWealth Use of Funds

GeoWealth intends to use the capital to continue enhancing its integrated technology platform. This includes deepening its custom and public-private model capabilities, while further investing in product development and client service to meet the growing demand from advisors for flexible investment solutions.

About GeoWealth

Founded in 2010 and headquartered in Chicago, GeoWealth provides a turnkey asset management platform (TAMP) and financial technology solution designed specifically for modern RIAs. Led by CEO Collin Falls, the company offers a proprietary unified managed account (UMA) framework that allows advisors to streamline mid- and back-office responsibilities, access diversified model portfolios, and integrate public-private investment solutions at scale.

Funding Details

Company: GeoWealth
Raised: $42.5M
Round: Series C
Funding Date: March 19, 2026
Lead Investor: Goldman Sachs
Additional Investors: Apollo, BlackRock, J.P. Morgan Asset Management, Kayne Anderson Capital Advisors
Company Website: https://geowealth.com
Software Category: Wealthtech
Source: https://evotek.vn/en/us-wealthtech-funding-surges-95-yoy-in-q1-fueled-by-mega-deals/