Behind GeoWealth’s Latest $38M Funding Round

Behind GeoWealth’s Latest $38M Funding Round

Not everyone has the dashing good looks to be a model. Would you settle for a model portfolio? GeoWealth, a leading turnkey asset management platform, secured $38 million in Series C funding this week led by Apollo, with the two firms planning to offer RIAs customizable public-private model portfolios. The latest round of funding also included an $18 million growth investment last year led by BlackRock, and comes as advisors are increasingly int…

Geowealth Raises $38M In Series C Funding Led By Apollo Global Management

GeoWealth, a Chicago-based financial technology and Turnkey Asset Management Platform (TAMP) provider, announced on August 4, 2025, that it secured $38 million in a Series C funding round led by Apollo Global Management (NYSE: APO). This funding round marks a significant milestone for GeoWealth, reinforcing its position as a leading wealthtech firm serving registered investment advisors (RIAs). Funding Round Details Amount and Investors Total F…