GeoWealth Secures $38M in Series C Funding Led by Apollo, Forms Strategic Partnership

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has raised $38 million in a Series C funding round led by Apollo. The investment includes previously announced contributions from BlackRock, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors.

The funding coincides with a strategic partnership between GeoWealth and Apollo aimed at transforming how private market funds are integrated into model portfolios for registered investment advisors (RIAs). The collaboration will leverage GeoWealth's unified managed account (UMA) technology and Apollo's private markets expertise to create more efficient multi-asset portfolios.

"With Apollo joining as a strategic investor and partner, we're accelerating our commitment to building unified public-private model portfolios," said Colin Falls, CEO of GeoWealth. The partnership addresses growing advisor demand for turnkey access to private markets through tech-enabled solutions.