Our Story

The one-stop solution for wealth management.

GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Headquartered in Chicago, with offices in New York and Europe, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street.

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. GeoWealth takes pride in the way we serve our clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, we have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. We look forward to helping you utilize and leverage our technology to grow your business and provide your clients with a cutting edge and sophisticated solution.