Geowealth Secures $19 Million In Series B Funding Led By Kayne Anderson Capital Advisors With Follow-On Investment From J.P. Morgan Asset Management
Nov 04, 2021•over 3 years ago
Amount Raised
$19 Million
Round Type
series b
Description
GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, today announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth private equity group of Kayne Anderson Capital Advisors, with a follow-on investment from J.P. Morgan Asset Management, a strategic investor in GeoWealth since 2018.
Funding Insights
Based on industry dataTech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech