GeoWealth Secures $38 Million in Series C Funding Led by Apollo
Summary
GeoWealth raised $38 million in Series C funding led by Apollo. The company also formed a strategic partnership with Apollo to expand access to public-private model portfolios for RIAs. GeoWealth plans to use the capital to enhance its UMA and portfolio management capabilities, expand product development, and strengthen its technology foundation. The deal also includes GeoWealth’s acquisition of the TAMP assets from Freedom Advisors.
Funding
Amount
$38.0M
Total raised
Date
August 4, 2025
Announcement date
Investors
JP Morgan, Apollo Communications, BlackRock, Kayne Anderson Capital Advisors
Lead investors
Company
geowealth.com
Funded company
Classifications
industries
Fintech & Banking
applications
No applications detected
AskAI Classifications
Labels
Financial Technology
Wealth Management Software
Turnkey Asset Management Platform (TAMP)
Linked Companies
GeoWealth
$1M to $5M