United States · 
Who invested in GeoWealth?
GeoWealth's investors include Apollo, BlackRock, Goldman Sachs, Kayne Partners and J.P. Morgan Asset Management.
2026
$38MSeries C$43MSeries C
United States · Series C startup
Who invested in GeoWealth
2 rounds we have observed, with the 5 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.
Raised 9 months ago
Follow GeoWealth and see its new rounds in your feed. Start following
Funding summaryUpdated 15 Nov 2026
$81Mraised across 2 rounds since 2025, from 2 sources
$38MSeries C$43MSeries C
- Latest round
- Series C, $43MMar 2026
- Investors
- 5 (1 led)
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Series C, $38M Aug 2025
- Biggest round
- $43M Series C · Mar 2026
- Between rounds
- 7 months from the last two
The rounds
- Mar 2026
- Aug 2025Series C$38M4 new
Reported by TechStartupsSEC filing: $42M sold, first sale Jul 2025
Funding filed with regulators
GeoWealth filed 3 raises, $86M in all. Filings say how much was sold and to how many investors; they never name the investors.
- Mar 2026$43MSEC Form D
- Jul 2025$42MSEC Form D
- Apr 2023$1.4MSEC Form D
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Everyone who backed them
Missing a round, or an investor who was in one? Tell us.
Quick answers about GeoWealth
How much has GeoWealth raised?
GeoWealth has raised $81M across 2 rounds since 2025.
When did GeoWealth last raise?
GeoWealth's most recent round was a Series C of $43M in Mar 2026.
What was GeoWealth's biggest round?
Its most recent round, $43M in Mar 2026, is also its largest on record.
Who backed GeoWealth first?
GeoWealth's first round on record, in Aug 2025, was backed by Apollo, BlackRock and Kayne Partners and 1 others.
What stage is GeoWealth at?
GeoWealth's latest named round is a Series C, in Mar 2026.
Where is GeoWealth based?
GeoWealth is based in the United States.
Who led GeoWealth's rounds?
Apollo led the Series C in 2025.
Companies like GeoWealth
In the same sector, and raised in the last eighteen months.
Find investors like these
Search every investor by what they have actually funded, then narrow to your stage and market. Free.