PRESS ROOM

Company News & Announcements

All Press Releases

2024

FEBRUARY 8, 2024

GeoWealth Has Record 2023, Surpassing $28 Billion in Platform Assets

JANUARY 29, 2024

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

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

AUGUST 10, 2023

GeoWealth Partners with Halo, Enabling RIAs to Better Integrate Structured Notes into Model Portfolios

JUNE 1, 2023

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

MARCH 23, 2023

GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP

2022

SEPTEMBER 28, 2022

GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace

JUNE 30, 2022

GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform

JUNE 2, 2022

GeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation Capabilities

JANUARY 18, 2022

GeoWealth Follows Series B Capital Raise with Sales Team Recruiting Spree

2021

DECEMBER 8, 2021

GeoWealth Appoints Jen Wing as Head of Asset Management, Yasmin Bilger as Independent Board Member

NOVEMBER 4, 2021

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

OCTOBER 7, 2021

GeoWealth Adds Franklin Templeton Models to its Platform

AUGUST 24, 2021

GeoWealth Enhances State-of-the-Art Advisor Service Center

JUNE 23, 2021

GeoWealth Powers Global X’s ETF Model Portfolios to Explosive Growth in US

JANUARY 26, 2021

GeoWealth Surpasses $13 Billion In Assets On Advisor Platform, $4.5 Billion In AUM

2020

JUNE 16, 2020

GeoWealth and Foreside Financial Group Announce Strategic Alliance

JUNE 9, 2020

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

JANUARY 29, 2020

GeoWealth Surpasses $8 Billion In Assets On Advisor Platform, $2 Billion In AUM

2019

OCTOBER 29, 2019

GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model

OCTOBER 15, 2019

GeoWealth Expands Model Portfolio Offering With Addition Of Fidelity Investments

2018

DECEMBER 20, 2018

GeoWealth Secures Strategic Investment From J.P. Morgan Asset Management

MAY 30, 2018

Ex-Merrill ETF Maven, Jon Maier, Unveils New Range Of Model Portfolios

MAY 29, 2018

GeoWealth Expands ETF Model Offering, Adding State Street Global Advisors & Global X

2017

APRIL 11, 2017

J.P. Morgan Offers ETF Model Portfolios Through Cloud-Based Advisor Tech GeoWealth

Awards & Accolades

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Media Mentions

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