THE DEAL, AT A GLANCE
From the announcementGeoWealth
01Who is involvedBacked by Kayne Partners Fund (November 2021)From the announcement
Summarized from the deal record's source announcement; not yet independently reviewed.
Read the announcement ↗02What happenedGeoWealth raised $19M Series B, announced 2026-09-26From the announcement
Summarized from the deal record's source announcement; not yet independently reviewed.
Read the announcement ↗03Why it mattersGeoWealth’s $19M Series B supports a TAMP positioned for RIAs, with the investment case likely depending on whether the company can translate new capital into product…From the announcement
Summarized from the deal record's source announcement; not yet independently reviewed.
Read the announcement ↗Click a part to explore its evidence. Unsupported imagery is withheld rather than guessed.Original record source ↗
GeoWealth · Financing Record
Explore source-linked visual explanations for GeoWealth. Unsupported claims are withheld while source review continues.
Record 12794 · Recorded date: 2026-09-26
What it does
Our integrated, purpose-built technology platform provides a holistic solution available in one place.
Source: geowealth.com ↗