“GeoWealth’s rapid growth is a reflection of its exceptional ability to solve the challenges facing financial advisors today,” said Robert Shilton, Managing Director, Growth Equity at Kayne Anderson Capital Advisors. “Whether it’s flexible investment solutions, a modern back office, or an elevated client experience, GeoWealth stands apart from legacy providers by combining the best of SaaS and an outsourced investment platform. We believe GeoWealth is at the cusp of what could be explosive growth, and Kayne is committed to bringing our firm’s full suite of capabilities and expertise to support GeoWealth in the coming years.”

https://www.businesswire.com/news/home/20211104005241/en/GeoWealth-Secures-19-Million-in-Series-B-Funding-Led-by-Kayne-Anderson-Capital-Advisors-with-Follow-on-Investment-from-J.P.-Morgan-Asset-Management