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
President & CEO
EVP, Chief Operating Officer
WHO WE SERVE
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 the 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.
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Head over to our Newsroom for the latest press releases, product announcements, and media, such as podcasts and interviews.
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