GeoWealth Secures $38M Series C, Partners with Apollo
Slice of Finance Team
08/13/2025
Key highlights
- $38M Series C funding round led by Apollo, including prior convertible note investments.
- Strategic partnership to deliver public-private model portfolios for RIAs.
- Acquisition of Freedom Advisors’ TAMP assets as part of growth strategy.
Source: Direct
Notable Quotes
“ With Apollo joining as a strategic investor and partner, we’re accelerating our commitment to building unified public-private model portfolios and supporting advisors with the flexible technology, investment choice and resources they need to deliver customized solutions. ”
Colin Falls, Chief Executive Officer at GeoWealth
“ Investors are increasingly looking beyond public markets for greater diversification and differentiated returns… Together with GeoWealth, we will empower RIAs to build modern portfolios that seamlessly integrate public and private strategies for their clients. ”
Stephanie Drescher, Partner and Chief Client and Product Development Officer at Apollo
Why This Matters
This Series C funding solidifies GeoWealth’s position as a leading tech-driven turnkey asset management platform for RIAs. By combining its advanced UMA technology with Apollo’s private market expertise, the partnership addresses the growing demand for diversified, institutional-quality investment solutions. The move signals a broader industry shift toward integrated public-private portfolio strategies, equipping advisors with the flexibility to meet increasingly complex client needs while streamlining operations through technology.
