# GeoWealth funding: rounds and investors > GeoWealth has raised $81M across 2 rounds since 2025. Investors include Apollo, BlackRock and Goldman Sachs. Every round with its source. Source: https://millionrounds.com/company/geowealth (Millionrounds; every figure on the page links to its filing or article) United States · [Series C startup](https://millionrounds.com/companies) # 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. Asset Management Fintech Raised 9 months ago Follow GeoWealth and see its new rounds in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Fcompany%2Fgeowealth) Funding summary Updated 15 Nov 2026 **$81M** raised across 2 rounds since 2025, from 2 sources **$38M** Series C **$43M** Series C - **Latest round:** Series C, $43M Mar 2026 - **Investors:** 5 (1 led) See who backed them ## The funding story Each circle is a round, placed by date and sized by amount. The line above is the running total. 2026 **$38M** Series C **$43M** Series C - **First round:** Series C, $38M - **Biggest round:** $43M - **Between rounds:** 7 months ## The rounds - **Mar 2026** Series C **$43M** *1 new* *2 returning* [Goldman Sachs](https://millionrounds.com/fund/goldman-sachs) [BlackRock](https://millionrounds.com/fund/blackrock) [Apollo](https://millionrounds.com/fund/apollo-global-management) Source recorded SEC filing: $43M sold - **Aug 2025** Series C **$38M** *4 new* [Apollo](https://millionrounds.com/fund/apollo-global-management) Lead [BlackRock](https://millionrounds.com/fund/blackrock) [Kayne Partners](https://millionrounds.com/fund/kayne-partners) [J.P. Morgan Asset Management](https://millionrounds.com/fund/j-p-morgan-asset-management) Reported by TechStartups SEC 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 **$43M** 1 investor SEC Form D - Jul 2025 **$42M** 6 investors of $50M offered SEC Form D - Apr 2023 **$1.4M** 1 investor equity of $1.5M offered SEC 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. **Series C** 2025 **Series C** 2026 [Apollo](https://millionrounds.com/fund/apollo-global-management) L [BlackRock](https://millionrounds.com/fund/blackrock) [Goldman Sachs](https://millionrounds.com/fund/goldman-sachs) [Kayne Partners](https://millionrounds.com/fund/kayne-partners) [J.P. Morgan Asset Management](https://millionrounds.com/fund/j-p-morgan-asset-management) ## Everyone who backed them [Apollo](https://millionrounds.com/fund/apollo-global-management) Private equity **2** rounds, led 1 [BlackRock](https://millionrounds.com/fund/blackrock) Asset manager **2** rounds [Goldman Sachs](https://millionrounds.com/fund/goldman-sachs) Private equity **1** round [Kayne Partners](https://millionrounds.com/fund/kayne-partners) VC firm **1** round [J.P. Morgan Asset Management](https://millionrounds.com/fund/j-p-morgan-asset-management) Growth equity **1** round Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=geowealth). ## Quick answers about GeoWealth ### Who invested in GeoWealth? GeoWealth's investors include Apollo, BlackRock, Goldman Sachs, Kayne Partners and J.P. Morgan Asset Management. ### 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. [**Axle** $12M · Nov 2026](https://millionrounds.com/company/axle)[**Databento** $197M · Nov 2026](https://millionrounds.com/company/databento)[**Imprint** $335M · Nov 2026](https://millionrounds.com/company/imprint)[**NYSHEX** Nov 2026](https://millionrounds.com/company/nyshex)[**Alta** $116M · Nov 2026](https://millionrounds.com/company/alta)[**Marble** $75M · Nov 2026](https://millionrounds.com/company/marble) ## Find investors like these Search every investor by what they have actually funded, then narrow to your stage and market. Free. Open the investor searchOr these rounds in the app