THE DEAL, AT A GLANCE
2/4 reviewedGeoWealth
GeoWealth
GeoWealth provides investment-management software and outsourced back-office services for financial advisors.
GeoWealth raised $19M Series B, announced 2026-09-2601What it doesGeoWealth provides investment-management software and outsourced back-office services for financial advisors.Source-grounded · automated review · Explore ↗
Checked 2026-10-03 · Review due 2026-10-10
Read supporting source ↗GeoWealth combines its proprietary, integrated…
02Who 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 ↗03What 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 ↗04Why it mattersThe funding was intended to expand GeoWealth’s product, engineering and distribution teams.Source-grounded · automated review · Explore ↗
Checked 2026-10-03 · Review due 2026-10-10
Read supporting source ↗The additional capital will allow…
Click a part to explore its evidence. The image is supplied by the cited source.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
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