GeoWealth Raises $38M to Expand Public-Private Portfolios

GeoWealth Expands Public-Private Portfolios with New Funding

GeoWealth, a fintech firm transforming wealth management through advanced technology, has secured $38M in Series C funding. This investment will accelerate its mission to expand public-private portfolios for registered investment advisors (RIAs), enhancing client solutions.

The funding round was led by Apollo, with strong participation from BlackRock, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors. The collaboration between GeoWealth and Apollo aims to create new pathways for advisors to access diversified investment opportunities.

Strengthening UMA Capabilities for RIAs

GeoWealth is recognized for its proprietary Unified Managed Account (UMA) platform designed to support RIAs with scalable, tech-driven solutions. The platform helps advisors offer customized strategies, seamlessly integrating traditional and alternative assets with improved operational efficiency.

With this latest funding, GeoWealth plans to strengthen its UMA technology further, providing advisors with enhanced capabilities to manage complex portfolios efficiently. The company’s focus on innovation will help RIAs deliver tailored solutions in an increasingly competitive wealth management space.

Expanding Access to Public-Private Portfolios

Demand for diversified investment solutions is rising rapidly as investors seek opportunities beyond public markets for better returns. Through this funding and strategic partnership with Apollo, GeoWealth plans to expand its public-private portfolios, offering institutional-quality private market access alongside traditional assets.

The firm’s proprietary platform simplifies the process for advisors, allowing them to design modern multi-asset portfolios without operational hurdles. By integrating Apollo’s private market expertise, GeoWealth expects to set new standards in portfolio diversification for RIAs.

Acquisition and Growth Plans

As part of its growth strategy, GeoWealth has acquired the TAMP assets of Freedom Advisors. This acquisition strengthens its capabilities and broadens its reach within the RIA community. The firm aims to leverage this momentum to scale its technology and services significantly in the coming years.

The new funding will be used for product development, talent acquisition, and innovation to expand public-private portfolios. GeoWealth envisions creating a single tech-enabled interface that brings together multiple investment solutions, simplifying the advisor experience while improving client outcomes.

Statements from Industry Leaders

Colin Falls, CEO of GeoWealth, said, “With Apollo joining as a strategic investor, we’re accelerating our goal to build unified public-private model portfolios. This partnership enables us to offer advisors flexible technology, wider investment choices, and resources to deliver tailored solutions.”

Stephanie Drescher, partner at Apollo, stated, “Investors are seeking diversification beyond public markets. Apollo is committed to broadening access to private market solutions. Partnering with GeoWealth allows us to empower RIAs to build modern, multi-asset portfolios for their clients effectively.”

A Transformative Step for WealthTech

This funding marks an important milestone for GeoWealth as it continues redefining wealth management through public-private portfolios and cutting-edge UMA technology. The collaboration between GeoWealth and Apollo promises a future where advisors can offer more diversified, data-driven solutions to meet evolving investor needs.

With growing interest in private markets and integrated platforms, GeoWealth’s latest move sets a strong foundation for long-term leadership in the wealthtech space. By merging advanced technology with institutional-grade investment access, the company aims to transform portfolio management for RIAs globally.

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