Turnkey Asset Management Platform (TAMP)

About

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.

This product is intended for

• Investment Specialist
• Registered Investment Advisor
• Senior Investment Advisor
• Trader
• Chief Investment Officer
• Chief Executive Officer
• Investment Advisor
• Insurance Financial Advisor
• Financial Planner
• Financial Planning Manager