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GeoWealth: Valuation, Funding & Investors

GeoWealth is a Chicago-based financial technology company providing a turnkey asset management platform (TAMP) for registered investment advisors. The firm offers a proprietary unified managed account (UMA) framework that streamlines mid- and back-office operations, delivers diversified model portfolios, and enables integration of public-private investment solutions at scale.

Leadership & Board

Latest Estimated Valuation

Total Amount Raised
$43M
Total Funding Rounds
1
Latest Funding Amount
$43M
Latest Funding Round
Series C

Funding Round

Funding DateFunding RoundAmount RaisedPost-Money Valuation
Jun 01, 2026Series C$42.50M―

Investors

Investor NameFunding Round
Goldman SachsSeries C
ApolloSeries C
BlackRockSeries C
J.P. Morgan Asset ManagementSeries C
Kayne Anderson Capital AdvisorsSeries C

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