We're proud to be named amongst Chicago Inno's 2024 Fire Award Honorees! It's an incredible honor to recognized as one of 50 companies setting Chicago's innovation economy ablaze. GeoWealth is named in the Burning Hot category, celebrating growth-stage companies that are pulling in new funding and reaching new milestones. Winners in each category will be announced on August 27. Buy tickets to the event and see the full list of honorees here: https://bizj.us/1qlk9x Chicago Inno | Chicago Business Journal | Alex Zorn #fireawards #chicagoinnofire #chicagoinno #startups #founders #chicagostartups #chicagofintech
GeoWealth
Financial Services
Chicago, IL 4,408 followers
We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo.
About us
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). We are an award-winning provider of wealth management technology; combining a comprehensive and fully-integrated advisor tech suite with best-in-class investment solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. DISCLOSURE: Content posted to the GeoWealth LinkedIn account is intended for general information and educational purposes only. Any comments posted in response to content that is published by GeoWealth on LinkedIn are not to be construed as an endorsement or testimonial of any product or service. We do not compensate people to provide an endorsements or testimonials. Content posted here is intended for investment professionals. Content posted is not investment advice and is for informational purposes only. It is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product. View our Privacy Policy here: https://geowealth.com/website-privacy-policy/.
- Website
-
http://www.geowealth.com
External link for GeoWealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Financial Technology & Services, Portfolio Construction & Management, Investment Strategies, and Back Office
Products
![Click here to view Turnkey Asset Management Platform (TAMP)]()
Turnkey Asset Management Platform (TAMP)
Investment Portfolio Management Software
GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 2,000 independent advisors with $28 billion in platform assets as of December 31, 2023. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and minimize mid- and back-office responsibilities, while the customizable, open-architecture platform accelerates advisor growth and maximizes the value they deliver to clients.
Locations
-
Primary
Get directions
444 N. Michigan
Suite 3150
Chicago, IL 60611, US
Employees at GeoWealth
-
Desislava Petrova
Product Design, UI/ux design
-
Clifford Schoeman
CPO that builds solutions to bridge the gap between wealth management, clients, advisors and technology. Leveraging investment knowledge, product…
-
Evan Lieberman
SVP, Head of Operations and CCO at GeoWealth
-
Hristo Ganev
Director of Development and Project Delivery at GeoWealth
Updates
-
In this week's edition of their Wealthtech Roundup, Wealth Solutions Report speaks with their July Wealthtech Leader of the Month, Colin Falls, CEO of GeoWealth. Check out this Q&A covering our new partnership with BlackRock on custom models, including for private markets and direct indexing. Read on here: https://lnkd.in/gi4BSYpP
-
New from Scott MacKillop in VettaFi Advisor Perspectives: Wirehouses and RIAs—Will They Meet in the Middle? -- https://lnkd.in/gxDvBdas The years-long parade of freedom-seeking advisors out of the wirehouses continues unabated. Meanwhile, consolidation of RIA firms, driven by private equity’s hot money, has similar momentum. Are these trends on a collision course? Read on...
-
-
It's FAQ Friday! Each Friday, we'll answer the questions that we hear most often from investment advisors. This week, let's talk branding. GeoWealth white-labels our advisor portal, client portal, and mobile app to your brand. Your logo and color palette are in the spotlight, not ours. Do you have questions for us? Drop them in the comments, or head over to our website and submit your question here: https://bit.ly/3WKk5hI
-
We’re seeking an Advisor Services Associate with experience at an RIA or a TAMP. Know anyone who might be interested? #hiring
-
We’re seeking an Advisor Services Associate with experience at an RIA or a TAMP. Know anyone who might be interested? #hiring
-
New from etf.com: ETF Launches Dwarf Mutual Fund Starts 📰 Morningstar’s latest data showed that as of June 20th, 236 new ETFs have debuted this year, highlighting the increasing shift towards ETFs and away from mutual funds. Jeff Benjamin spoke with GeoWealth's Head of Investment Solutions, Jen Wing, who noted that investors are “increasingly favoring ETFs over mutual funds due to their generally low fees, ease of use, and tax efficiency.” 📰 Wing attributes the fast-growing appeal of ETFs over mutual funds to two key factors. Head over to etf.com for more insights from Jen: https://lnkd.in/g22U2ri8
-
-
New in The Wealth Advisor --- GeoWealth And BlackRock Team Up On Custom Portfolio Models --- https://bit.ly/4bsXycY
-
-
🧃🍕💻🍩🧁 GeoWealth's first-ever Bring Your Kids to Work Day was a blast! These kiddos got an introduction to the worlds of finance and technology, plus no shortage of snacks. Big thanks to Michelle Grand McCarter for arranging an action-packed day with equal parts learning and fun! ✨
-
We’re seeking an experience Advisor Services an Associate. Know anyone who might be interested? Join GeoWealth's high-energy team in our award-winning workplace. #hiring #chicagojobs #chicagojobalert