Apollo Leads $38M Series C in GeoWealth; GeoWealth Acquires TAMP Assets from Freedom Advisors
August 4, 2025
GeoWealth raised $38 million in a Series C round led by Apollo, with participation from BlackRock, J.P. Morgan Asset Management and Kayne Anderson (sub-advised by Composition Capital), to accelerate its UMA and public-private model portfolio capabilities. In conjunction with the funding, GeoWealth formed a strategic partnership with Apollo and completed the acquisition of TAMP assets from Freedom Advisors to strengthen its product and operations offering for RIAs.
- Buyers
- Apollo Global Management, BlackRock, J.P. Morgan Asset Management, Kayne Anderson Capital Advisors, Composition Capital, GeoWealth
- Targets
- GeoWealth
- Sellers
- Freedom Advisors
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Growth capital
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