Next Generation Wealth Management

A comprehensive technology platform and proven investment strategies.

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An Integrated Wealth Management Solution.

GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.

Our Team

Our Team

Find out who we are and why we’re capable of helping you transform the way you operate your practice.

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Portfolio Monitoring Reporting

Advisor Technology

With multiple facets to our cloud-based platform, we offer advisors and firms the integrated tools they need to grow.

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Portfolio Construction

Portfolio Solutions

Our advisor technology allows for the seamless delivery of model portfolios. We give firms the tools they need to keep up with the increasing expectations of their clients.

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