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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, 2021over 3 years ago

Amount Raised

$19 Million

Round Type

series b

Chicago

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.

Company Information

Company

Geo Wealth

Location

Chicago, Illinois, United States

About

GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. Maximize bottom line & efficiency.

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