First Ascent is now GeoWealth

First Ascent Asset Management was acquired by GeoWealth in March 2023. Together, we now offer independent-minded advisors an even greater breadth of investment solutions via a modern tech platform built for RIAs.

For Clients:

If you are an existing First Ascent client, here are your key login links. For support, email

Get Started:

If you’re an advisor seeking more information, here are your links to explore the GeoWealth platform or schedule a demo.

The Advisor Driven, Tech Enabled TAMP

We provide flexible and customizable solutions to RIAs at any size or stage. Whether you’re a breakaway firm or a multi-billion-dollar RIA, we can provide a seamless experience that allows you to provide best-in-class client service and scale your businesses on your own terms.

Advisor Technology

Our integrated, purpose-built technology platform provides a holistic solution for RIAs seeking scale.

Portfolio Solutions

Leverage our Investment Team and access our proprietary models, use our model marketplace, or manage your home office models.

Services & Support

Eliminate time-consuming tasks and outsource your reporting, billing, trading and more for additional efficiencies as you scale.


Email us at or call 312.219.9160.