GeoWealth
PrivateLast Round
Series C
Extension
Mar 19, 2026
Total Funding Raised
$99.5M
Company Overview
GeoWealth is a financial technology firm that provides a proprietary, cloud-based Turnkey Asset Management Platform (TAMP) specifically designed for Registered Investment Advisors (RIAs). The company's open-architecture platform combines a comprehensive suite of wealth management technology with a range of investment solutions. It offers features like performance reporting, billing, trading, and portfolio accounting to help advisors offload middle and back-office responsibilities. GeoWealth supports both advisor-managed models and third-party models, and recently formed strategic partnerships with firms like Apollo and BlackRock to integrate public and private market assets into unified managed accounts (UMAs). The company aims to help advisory firms scale their operations, grow faster, and serve clients more efficiently.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Revenue Share, Services & Consulting, Marketplace Commission
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
GeoWealth Comps
Public and private peers based on sector, stage, and business model.
GeoWealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | Mar 19, 2026 | ||||
| Series C | Aug 4, 2025 | ||||
| Series B | Nov 4, 2021 | ||||
| Series A | Dec 20, 2018 |
Key People
Founding team and executive leadership
GeoWealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Composition Capital | Series C |
| Apollo Funds | Series C |
| Kayne Anderson Capital Advisors | Series C, Series B, Series C Extension |
| Goldman Sachs Asset Management Private Equity | Series C Extension |
| Kayne Anderson Rudnick | Series C |
| Kayne Partners | Series B |
| J.P. Morgan Asset Management | Series C, Series B, Series C Extension, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 20, 2026
Lake joins the board of directors.
- Mar 19, 2026
$43M round completed.
GeoWealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about GeoWealth's valuation, stock price, and market status.
