GeoWealth Extends Series C Round With $42.5 Million Strategic Investment From Goldman Sachs

Goldman Sachs joins leading asset managers Apollo, BlackRock and J.P. Morgan Asset Management among strategic minority investors backing GeoWealth's next phase of growth

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.

About GeoWealth

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth's user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL. Visit us at geowealth.com and follow us on LinkedIn.

About Goldman Sachs Asset Management

Goldman Sachs Asset Management is the primary investing area within Goldman Sachs (NYSE:GS), delivering investment and advisory services across public and private markets for the world's leading institutions, financial advisors and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions. Goldman Sachs oversees approximately $3.6 trillion in assets under supervision as of December 31, 2025. Follow us on LinkedIn.

Disclosures:

GeoWealth is separate and unaffiliated with JPMC Strategic Investments Group I Corporation, an affiliate of J.P. Morgan Asset Management, Apollo Management Holdings, L.P. (Apollo), Goldman Sachs Asset Management, L.P. (GSAM) and BLK SMI, LLC, an affiliate of BlackRock, Inc. (BlackRock), however, Apollo, BlackRock, Goldman Sachs and JP Morgan own a non-controlling interest in GeoWealth's parent company, GeoWealth, LLC.

GeoWealth is making this press release in connection with a commercial arrangement we have entered into with GSAM. GSAM compensates GeoWealth for assets on the GeoWealth platform. This compensation creates an incentive for GeoWealth to offer GSAM and creates a conflict of interest for GeoWealth. For more information about GeoWealth's conflicts of interest, please see GeoWealth's Form ADV located at https://adviserinfo.sec.gov/firm/summary/148222.

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