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.
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 President & CEO and COO:
President & CEO
As President & 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.
EVP, Chief Operating Officer
As 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.
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
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.
You’ll get a private-labeled enterprise platform to manage your increasingly large and complex operation, plus back and middle office support.
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, President & CEO of GeoWealth
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