GeoWealth is the Advisor’s TAMP
Integrated Technology ● Flexible Investment Solutions ● Robust Back Office
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.
Service and Support
Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.
Grow Your Business. Serve Your Clients Better.
For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line.
An Integrated Wealth Management Solution
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); 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.
Want to see the platform in action? Watch this video overview:
Watch our intuitive and data-rich platform come to life in just 7 minutes. This exciting overview, hosted by GeoWealth COO, Jack Hannah, runs through all the key areas of our advisory technology and portfolio solution suites.
If you’re ready a customized demo guided by a member of our team who can answer your specfic questions, request your demo today!
GeoWealth in America’s Best TAMPs 2023
GeoWealth was ranked as the second-fastest growing TAMP in the newest America’s Best TAMPs report by The Wealth Advisor.
Download your free copy today to learn more about GeoWealth’s growth story.