GeoWealth Is The Advisor's TAMP @GeoWealthTech
ADVISOR DRIVEN, TECH ENABLED Our end-to-end technology platform and TAMP for RIAs ready to find efficiency and scale faster with tech-forward solutions. geowealth.com Chicago, IL Joined August 2019-
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Congratulations @GeoWealthTech GeoWealth, winner of the TAMPS category of the 2025 Wealth Management Industry Awards! #Wealthies
Did you know? ➡️ GeoWealth ensures that every RIA client has a dedicated relationship manager to and through the TAMP onboarding process. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth allows Home Offices to design Custom Service Requests that make it easier for advisors to submit tickets and standardized communications to your Home Office team. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth has over 750 models, UMAs, and SMAs available for investment via our Model Marketplace. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth gives you real-time ticketing updates on your trading orders and account service requests. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth makes it easy for RIAs to research, compare, and invest in model portfolios - UMAs, SMAs, and stock models. Schedule a demo to learn more.
💰NEWS: FUNDING💰 @GeoWealthTech has raised a $38 million Series C funding round led by @apolloglobal. In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for RIAs. businesswire.com/news/home/2025…
NEWS: GeoWealth Secures $38 Million in Series C Funding Led by Apollo bit.ly/3UfLhTc. In tandem, GeoWealth and Apollo have formed a strategic partnership to transform how private market funds are integrated into model portfolios for the RIA community.
Did you know? ➡️ GeoWealth white-labels your advisor and client portals to your brand – logo, color palette, and more. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth trades your advisor-managed models. Schedule a demo to learn more.
GeoWealth’s Brendan Falls On Alternative Investment Model Portfolios In A TAMP riachannel.com/geowealths-bre… via @RIAChannel
GeoWealth is featured in Cerulli's Private Markets Technology Vendor map. Explore here:
GeoWealth is featured in Cerulli's Private Markets Technology Vendor map. Explore here:
As private markets grow and firms seek to distribute their strategies to a wider investor base, a range of technology solutions is aiding efforts. Explore Cerulli’s Private Markets Technology Map to better understand the support ecosystem! cerulli.com/private-market… @daniilatcerulli
🔥NEWS🔥 @GoldmanSachs Asset Management is now offering total portfolios of public and private investments in a single account for RIAs, in partnership with @GeoWealthTech and @icapitalnetwork. am.gs.com/en-us/institut…
How do you bring private markets into unified managed account (UMA) structures seamlessly? Watch this Monthly Alts Pulse to learn about iCapital’s partnership with @GeoWealthTech and @BlackRock on the first solution to implement private assets through UMA: bit.ly/3Sa4hl7
✨ In this episode of PRess Play: The @StreetCred_PR Podcast, hosts @elenaspeaking and @jimmymoock are joined by @wingyy, chief investment officer @GeoWealthTech. Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future…
That’s a wrap on the 2025 @Sowell_Mgmt Investment Symposium! @SurfSandLaguna brought the views—our advisors + partners brought strategy, insight, and momentum. Onward. #SowellSymposium #AdvisorGrowth #OCIO #WealthManagement @rayliant @GoldmanSachs @GeoWealthTech @Forumre5280
While the market headlines are arriving fast and furious this morning, we're delivering a #tariff Special Edition #marketcommentary. Remember that market downturns are normal and your portfolio was built for the long haul: bit.ly/4ctIPRs
🚀NEWS: UMA TECHNOLOGY🚀 @BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio powered by @GeoWealthTech's proprietary UMA technology and supported by iCapital’s underlying technology capabilities. businesswire.com/news/home/2025…
Today @BlackRock introduced a new investment platform that allows financial advisors to manage both public and private market assets within a single account: alternativeswatch.com/2025/03/26/bla… @icapitalnetwork @GeoWealthTech
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