GeoWealth

Chicago, Illinoisgeowealth.com1expert edge

Tech-enabled turnkey asset management platform (TAMP) serving approximately 1,000 independent advisors with $18B in platform assets. Provides integrated advisory solutions including CRM, portfolio construction, monitoring, and rebalancing.

Why interesting to a deal team

Goldman Sachs board member and $42.5M Series C lead investor signals strong governance and capital support. Platform plays critical infrastructure role in RIA aggregation consolidation.

Experts connected to this company

Bryon LakeBoard member; Goldman led $42.5M Series C investment

Bryon Lake

Global Co-Head Third Party Wealth, Board Member

Goldman Sachs Asset Management; Board Member GeoWealth

AdvisorNew York

As GSAM's third-party wealth chief and a new GeoWealth board member, he sits at the center of Goldman's RIA custody and distribution strategy.

Sources

Structured dataPrimary
geowealth.com/about-us
Page titleOther
am.gs.com/en-us/advisors/news/press-release/2026/geowealth
Structured dataPrimary
geowealth.com

Strongest evidenceStructured data3 public sourcesHow the grades work