GeoWealth, a FinTech firm offering a proprietary technology platform and turnkey asset management platform, has secured $38m in its Series C funding round.
The round was led by Apollo, with participation from BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors, the latter through a sub-advised mandate with Composition Capital. The investment marks a strategic partnership between GeoWealth and Apollo aimed at expanding access to blended public-private model portfolios for registered investment advisors (RIAs).
Founded on a mission to help RIAs scale their practices through technology, GeoWealth provides a unified managed account (UMA) platform powered by its proprietary portfolio management software. The firm enables advisors to deliver custom investment strategies, integrating both traditional and alternative assets with operational efficiency.
The new capital will be used to strengthen GeoWealth’s UMA capabilities and fuel its next phase of growth. This includes investment in product development and human capital, alongside innovations that will support broader access to public and private market solutions through a single tech-enabled interface. As part of the round, GeoWealth has also acquired the TAMP assets of Freedom Advisors.
The collaboration with Apollo brings together GeoWealth’s advanced UMA technology and Apollo’s institutional-grade private market building blocks, aiming to deliver diversified multi-asset portfolios to the RIA channel.
GeoWealth CEO Colin Falls said, “With Apollo joining as a strategic investor and partner, we’re accelerating our commitment to building unified public-private model portfolios and supporting advisors with the flexible technology, investment choice and resources they need to deliver customized solutions.”
Apollo partner and chief client and product development officer Stephanie Drescher said, “Investors are increasingly looking beyond public markets for greater diversification and differentiated returns. To meet this demand, Apollo is deeply committed to expanding access to institutional-quality private markets solutions and backing leading technologies reducing friction from the process. Together with GeoWealth, we are working towards empowering RIAs to build modern portfolios that integrate public and private strategies for their clients.”
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