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

Colin Falls

President & CEO

Jack Hannah

EVP, Chief Operating Officer 


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 the 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.

We’ve been busy.
Catch the latest news.

Head over to our Newsroom for the latest press releases, product announcements, and media, such as podcasts and interviews.

Ready To Work Smarter?

Get Powered By GeoWealth