PRESS ROOM

Company News & Announcements

2024

JUNE 4, 2024

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

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MARCH 31, 2024

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

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JANUARY 29, 2024

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

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JANUARY 23, 2024

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

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JANUARY 9, 2024

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

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2023

SEPTEMBER 7, 2023

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

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JUNE 6, 2023

GeoWealth is Named to ThinkAdvisor LUMINARIES Awards Class of 2023

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JUNE 1, 2023

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

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MARCH 15, 2023

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

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JANUARY 24, 2023

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

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JANUARY 23, 2023

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

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2022

MAY 16, 2022

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

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MARCH 17, 2022

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

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JANUARY 5, 2022

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

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2021

FEBRUARY 4, 2021

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

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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.

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