GeoWealth Extends Series C Round

GeoWealth announced a $42.5 million investment from Goldman Sachs to expand its Series C financing.

The investment aims to support the company’s growth and provide liquidity to shareholders.

GeoWealth is designed for modern RIAs, offering integrated technology for asset management.

Advisors can access model portfolios and manage mid-and back-office tasks efficiently.

The platform retains majority ownership with The Globe Resources Group and includes minority investors like Apollo and BlackRock.