Company News & Announcements


JUNE 4, 2024

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

Learn More >

MARCH 31, 2024

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

Learn More >

JANUARY 29, 2024

GeoWealth is Named one of Wealth Solutions Report’s Asset Management Platform of the Year in 2024 Wealth Exemplar Awards

Learn More >

JANUARY 23, 2024

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

Learn More >

JANUARY 9, 2024

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

Learn More >



GeoWealth Wins First “Wealthie”: Recognized as Leading TAMP at the 2023 Industry Awards

Learn More >

JUNE 6, 2023

GeoWealth is Named to ThinkAdvisor LUMINARIES Awards Class of 2023

Learn More >

JUNE 1, 2023

GeoWealth is Named a Finalist in the 2023 Industry Awards for TAMP Category

Learn More >

MARCH 15, 2023

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

Learn More >

JANUARY 24, 2023

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

Learn More >

JANUARY 23, 2023

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

Learn More >


MAY 16, 2022

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

Learn More >

MARCH 17, 2022

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

Learn More >

JANUARY 5, 2022

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

Learn More >


FEBRUARY 4, 2021

GeoWealth in 2021 Edition of America’s Best TAMPs Report by The Wealth Advisor

Learn More >

NOTE: 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.

Media Mentions

Browse podcasts and video interviews with members of Team GeoWealth. Plus, you can explore articles and thought leadership content we’ve published.

Press Releases

Head over to our News Room to browse press releases that have been published, plus other company announcements.

Subscribe for updates

Register to get timely updates and insightful content via email, keeping you  in the loop on any must-have info from GeoWealth

Press inquiries?

If you need to get in touch with someone at GeoWealth for a media opportunity, or need official brand assets, reach out for support:

Ready To Work Smarter?

Get Powered By GeoWealth