BUILT FOR RIAs
Advisor Driven,
Tech Enabled TAMP
GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for RIAs.
Integrated Technology ● Flexible Investment Solutions ● Robust Back Office
GeoWealth is at the Intersection of Technology and Investing
ADVISOR TECHNOLOGY
Our integrated, purpose-built technology platform provides a holistic solution available in one place.
PORTFOLIO SOLUTIONS
Leverage our trading team and expertise to manage your clients’ portfolios more effectively.
SERVICES & SUPPORT
Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.
Help Grow Your Business & Serve Your Clients Better
GeoWealth provides solutions and experience to seek to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. Our technology solutions, turnkey investment platform, and outsourced service offering mean that you can focus more time on what matters most: your clients.
A Modern, Integrated Wealth Management Solution
Our Partners & Supported Custodians
Our Latest News
MARCH 19, 2026
GeoWealth Extends Series C Round With $42.5 Million Strategic Investment From Goldman Sachs
OCTOBER 15, 2025
GeoWealth and J.P. Morgan Asset Management Expand Custom Model Portfolio Capabilities with Private and Public Market Access
March 26, 2025
Powered by GeoWealth, BlackRock Goes Live with First-of-its-Kind Public-Private Model Portfolios, Enabling Easier Access to Private Markets
NOVEMBER 5, 2025
GeoWealth Launches Industry Leading Private Model Marketplace
SEPTEMBER 4, 2025
GeoWealth Wins Second “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2025 Industry Awards
MAY 6, 2025
Powered by GeoWealth, Goldman Sachs Asset Management Introduces New Custom Model Portfolio Capabilities Combining Public and Private Investments
DISCLOSURES: Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. GeoWealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through GeoWealth, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
The TAMP for RIAs
What does GeoWealth do for RIAs?
Take a quick look into everything GeoWealth offers your financial advisory firm across advisor technology, portfolio solutions, back office services, and training support.
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