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Company News & Announcements
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2026

JULY 15, 2026
Search Chain Partners Names GeoWealth in Top 50 Firms to Work for in Wealthtech

APRIL 1, 2026
GeoWealth Recognized in America’s Best TAMPs 2026

MARCH 19, 2026
GeoWealth named Private Market Investment Platform of the Year in 2026 Fintech Breakthrough Awards

January 6, 2026
Built In Honors GeoWealth in Its Esteemed 2026 Best Places To Work Awards
2025

September 4, 2025
GeoWealth Wins Second “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2025 Industry Awards

AUGUST 26, 2025
GeoWealth’s Jack Hannah is Named to The Top 25 WealthTech Executives of 2025 by The Financial Technology Report

JUNE 2, 2025
GeoWealth Named Finalist in Two Categories in the 2025 WealthManagement.com Industry Awards

APRIL 29, 2025
GeoWealth Recognized as 2025 Excellence Awardee in InvestmentNews Awards

APRIL 15, 2025
GeoWealth Recognized in America’s Best TAMPs 2025 by The Wealth Advisor

MARCH 4, 2025
GeoWealth is Highest-rated Online Portfolio Management Solution According to the 2025 T3 Software Survey

FEBRUARY 18, 2025
Jen Wing Named Top Wealth Management CIOs by Wealth Solutions Report

JANUARY 28, 2025
Purpose Jobs Names GeoWealth to Best Place to Work in 2025 List
2024

DECEMBER 11, 2024
GeoWealth wins ThinkAdvisor Luminaries Award for Innovation in TAMPs & Models Marketplaces

SEPTEMBER 4, 2024
ThinkAdvisor Luminaries Awards names GeoWealth Finalist in TAMPs & Models Marketplaces category

JULY 1, 2024
GeoWealth recognized in 2024 Chicago Inno Fire Awards honoring innovative tech companies

JUNE 4, 2024
GeoWealth named Finalist in two categories in 2024 “Wealthie” Awards: TAMP and TAMP Model Marketplace

MARCH 31, 2024
GeoWealth Named Second-Fastest Growing TAMP in 2024 America’s Best TAMPs Report by The Wealth Advisor


JANUARY 23, 2024
Purpose Jobs Recognizes GeoWealth as Best Place to Work in Chicago in 2024

JANUARY 9, 2024
GeoWealth Earns “Best Startup” Spot on Built In’s 2024 “Best Places to Work” List for Third Consecutive Year
2023

SEPTEMBER 7, 2023
GeoWealth Wins First “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2023 Industry Awards

JUNE 6, 2023
GeoWealth is Named to ThinkAdvisor LUMINARIES Awards Class of 2023

JUNE 1, 2023
GeoWealth is Named a Finalist in the WealthManagement.com 2023 Industry Awards for TAMP Category

MARCH 15, 2023
GeoWealth’s Jen Wing is Named 2023 Woman Asset Manager of the Year by Wealth Solutions Report Pathfinder Awards

JANUARY 24, 2023
GeoWealth is Named Second-Fastest Growing TAMP in 2023 America’s Best TAMPs Report by The Wealth Advisor

JANUARY 23, 2023
GeoWealth is Named in Top Ten Best Startups to Work for in Chicago in 2023 by Built In
2022

MAY 16, 2022
GeoWealth is Named by Purpose Jobs a Top Fintech Startup in the Midwest 2022

MARCH 17, 2022
GeoWealth in 2022 America’s Best TAMPs by The Wealth Advisor

JANUARY 5, 2022
GeoWealth is Named to Built In’s 2022 List of Best Places to Work in Chicago
2021

FEBRUARY 4, 2021
GeoWealth in 2021 Edition of America’s Best TAMPs Report by The Wealth Advisor
DISCLOSURES:
Links to third-party publications are for general information purposes only and do not constitute any offer or solicitation to buy or sell any services or products of any kind. Information presented in third party publications is believed to be factual and up-to-date, but we do not guarantee accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or testimonial. This information is not intended to be investment, legal or tax advice.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization.
Wealth Advisor and their contributors are not clients of GeoWealth, however, Wealth Advisor was compensated for this article. Any compensation creates a conflict of interest and this publication may not be representative of any other person’s experience with GeoWealth. Information presented in this publication is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. This is not an endorsement or testimonial of any product or service. The information provided in this interview is intended for general information and educational purposes only. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.
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