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GEOWEALTH

HQ - Chicago, IL

Summary

GeoWealth provides a modern financial technology and Turnkey Asset Management Platform (TAMP) specifically built for Registered Investment Advisors (RIAs).

Deals Overview

Total Deals2

Valued Deals1

Total Value£ 29 M

Avg. Deal Size£ 29 M

Market Context

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04 Aug 2025|United States|FinTech

Target: GEOWEALTH

Bidder: APOLLO GLOBAL MANAGEMENT INC

6 Service Providers

4 Target | 2 Bidder

8 Dealmakers

3 Target | 5 Bidder

£ 28 M

Value

04 Aug 2025|United States|Diversified Financials

Target: APOLLO/ GEOWEALTH JOINT VENTURE

Bidder: GEOWEALTH

6 Service Providers

6 Bidder

8 Dealmakers

8 Bidder

n/a

Value

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