GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced it has expanded its Series C financing to include a $42.5 million minority investment from Goldman Sachs to support its rapid momentum with an additional growth investment, while also providing liquidity to shareholders. With the latest investment, GeoWealth's family office owner, The Globe Resources Group, retains majority ownership, while Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors (sub-advised by Composition Capital) remain minority investors.

Serving registered investment advisors (RIAs) nationwide, GeoWealth attributes its growth to strong demand from large enterprise RIAs, early success with its new custom model portfolio partnerships, and deeper relationships with existing RIA partners. Through its unified managed account (UMA) framework, GeoWealth enables advisors to combine multiple investment vehicles in a single account, enhancing diversification, personalization and allocation efficiency while providing tax management and streamlined access to private markets via private-only, public-private or blended models.

"We're pleased to welcome Goldman Sachs as a new investor and build on the strong partnership we've already established together," said Colin Falls, Chief Executive Officer of GeoWealth. "We've been very intentional about maintaining the right balance of investors-anchored by a majority family office owner that gives us the freedom to build the company on our terms-while also partnering with some of the world's largest institutions that help us think strategically, grow thoughtfully and continue to innovate for our RIA partners."

"GeoWealth's technology platform empowers advisors to seamlessly deliver customized portfolios combining public-private investment solutions at scale to their clients, and this need will continue to grow. Goldman Sachs Asset Management is committed to advisors and GeoWealth, and this will further our strategy to work collaboratively with client firms to deliver modern, sophisticated investment strategies and an excellent client experience," said Bryon Lake, Partner, Global co-Head of Third Party Wealth & Chief Transformation Officer at Goldman Sachs Asset Management, who joins GeoWealth's board of directors.

GeoWealth and Goldman Sachs Asset Management first partnered in October 2024 to enable RIAs and their advisors to build open-architecture custom models through a total portfolio solution further personalized by the RIA for the needs of their high-net-worth clients. This investment brings the two businesses closer together as they work together with firms to deliver solutions consistent with their investment views and help scale their practices.

GeoWealth plans to continue enhancing its integrated technology platform, including deepening its custom and public-private model capabilities, investing in both product development and client service to help advisors meet growing client demand for flexible investment solutions. For more information on GeoWealth's customizable, tech-forward solutions designed to serve RIAs of all sizes, please visit geowealth.com.