ABOUT US

GeoWealth is The Advisor’s TAMP

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.

Why GeoWealth?

We’re Your Partner, Not Just a Platform.

GeoWealth isn’t just a technology provider or a TAMP offering, we’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Our team is here to build customized solutions to suit your practice, regardless of size or structure. And, we’ll be available for ongoing service and training throughout your transition. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.

Meet The Leadership Team

Headquartered in Chicago, GeoWealth offers advisors a deep bench of investment and technology professionals. We know first-hand the pain points that RIAs face, and we’re here  every day to support your firm’s growth.

Meet our CEO and President & COO:

See Bio

Colin Falls

CEO

As CEO, Colin is responsible for leading GeoWealth’s international team of financial professionals and technologists. He focuses primarily on business strategy, organizational management, and platform product development.

BIO

See Bio

Jack Hannah

President & COO

As President & COO, Jack oversees the Operations and Compliance divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. 

BIO
GeoWealth 2023 TAMP of the Year

2023 TAMP of the Year

We were recently named as the winner in the TAMPs category during the awards gala for the WealthManagement.com 2023 Industry Awards, also known as The Wealthies. These awards celebrate the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.

SUPPORTING YOUR FIRM

GeoWealth Has Solutions for RIAs of Any Size or Stage

Independent RIAs

Our tech helps scale your operations and allows you more time to provide the world-class service that your clients need.

Advisors in Transition

We provide the modern infrastructure, technology, and support you need to get your new RIA up and running on Day 1.

Corporate RIAs

You’ll get a private-labeled enterprise platform to manage your increasingly large and complex operation, plus back and middle office support.

Asset Managers

We can provide the RIA market with turnkey access to your model portfolios by adding you to our vetted model marketplace.

Thought Leadership and Practice Management Resources:

“Our mission is clear: to empower advisors by offering the technology, infrastructure, and back-office resources they can leverage and customize to meet any client’s needs. We are laser focused on building the most RIA-friendly TAMP in the market, and we are continuously innovating in order to offer advisors the customization and investment flexibility they need.”

– Colin Falls, CEO of GeoWealth

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