GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......