Company News & Announcements
All GeoWealth Press Releases
GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace
September 28, 2022
GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform
June 30, 2022
GeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation Capabilities
June 2, 2022
GeoWealth Follows Series B Capital Raise with Sales Team Recruiting Spree to Augment RIA Distribution Strategy
January 18, 2022
GeoWealth Appoints Jen Wing as Head of Asset Management, Yasmin Bilger as Independent Board Member
December 8, 2021
GeoWealth Secures $19M in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from JPM
November 4, 2021
GeoWealth Enhances State-of-the-Art Advisor Service Center
August 24, 2021
GeoWealth Adds Franklin Templeton Models to its Platform
October 7, 2021
GeoWealth Powers Global X’s ETF Model Portfolios to Explosive Growth in US
June 23, 2021
GeoWealth Surpasses $13B In Assets On Advisor Platform, $4.5B In Assets Under Management
January 26, 2021
GeoWealth and Foreside Financial Group Announce Strategic Alliance
June 16, 2020
GeoWealth Collaborates With PIMCO to Launch Fixed Income Models
June 9, 2020
GeoWealth Surpasses $8B In Assets On Advisor Platform, $2B In Assets Under Management
January 29, 2020
GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model
October 29, 2019
GeoWealth Expands Model Portfolio Offering With Addition Of Fidelity Investments
October 15, 2019
GeoWealth Secures Strategic Investment From J.P. Morgan Asset Management
December 20, 2018
GeoWealth Expands ETF Model Portfolio Offering With Addition Of State Street Global Advisors And Global X
May 29, 2018
J.P. Morgan Offers ETF Model Portfolios Through Cloud-Based Advisor Technology GeoWealth
April 11, 2017
Ready To Work Smarter?
Get Powered By GeoWealth
