GeoWealth provides an asset management platform and financial technology solution built specifically for the needs of modern registered investment advisors (RIAs). Its platform enables advisors to access a diversified lineup of model portfolios and to offload mid‑ and back‑office responsibilities such as performance reporting, billing, and portfolio accounting. The company plans to enhance its integrated technology platform and deepen both custom and public‑private model capabilities, while investing in product development and client service. GeoWealth's recent financing included a $42.5M minority investment as a Series C extension from Goldman Sachs, with existing minority investors including Apollo, BlackRock, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors (sub‑advised by Composition Capital); The Globe Resources Group remains the majority owner. Founded in 2010 and led by CEO Colin Falls, the company is based in Chicago, IL.

Total raised

$118M

Funding rounds

4

Latest round

Series C

Latest activity

Mar 2026