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Funding/GeoWealth/Series C

GeoWealth: Series C

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

Oct 4, 2026RoundOS

GeoWealth

Company profile and funding history

Sources

businesswire.com

Raised: $42.5M
Round: Series C
Announced: Mar 19, 2026
Sector: Fintech
Headquarters: United States

Investors

All participants (5)

Apollo
BlackRock
Goldman Sachs
J.P. Morgan Asset Management
Kayne Anderson Capital Advisors

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United States Enterprise software Fintech North America Series C+