Goldman Sachs makes $42.5 million minority investment in GeoWealth

Goldman Sachs Asset Management invested $42.5 million in GeoWealth as an extension of the wealth technology company's Series C round, announced March 19, 2026. The investment makes Goldman a minority stakeholder in a platform it already used to deliver model portfolios. A Goldman Sachs Asset Management executive, Bryon Lake, joins the GeoWealth board.

• $42.5 million minority investment, expanding GeoWealth's Series C
• Bryon Lake, Goldman Sachs Asset Management, joins the GeoWealth board
• Other terms of the investment were not disclosed