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GeoWealth

About GeoWealth

GeoWealth provides financial technology and turnkey asset management services for investment advisors and institutional investors.

Business Information
Target Customers
Registered Investment Advisors (RIAs) Institutional Investors
Industry Categories
Accounting/Finance Professional Services & B2B Marketplaces
Business Model
Revenue Model SaaS
Pricing Strategy Custom pricing based on services utilized
Sales Channels direct sales, partnerships with financial institutions
Funding Timeline
Round Date Amount Investors
Series C Aug 04, 2025 $38.0M Apollo Global
Founders

No founder information available.

Investors
A
Apollo Global

Asset Management

Recent Mentions
raisingfi
Raising.fi @raisingfi
Aug 04, 2025

New Raise 🏛️ Company: GeoWealth 🔗 Website: https://t.co/4BKPVTlanG 📊 Amount: $38 Million 🔄 Round: Series C 🧮 Valuation: N/A ⚙️ Industry: Financial Services

StreetCred_PR
StreetCred PR @StreetCred_PR
Aug 04, 2025

💰NEWS: FUNDING💰 @GeoWealthTech has raised a $38 million Series C funding round led by @apolloglobal. In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for RIAs. https://t.co/9ScealoDVq

finSMEs
FinSMEs @finSMEs
Aug 04, 2025

GeoWealth, a Chicago, IL-based proprietary asset management platform (TAMP), raised $38m in Series C funding round https://t.co/d0DjPyGOLV