Let’s Reach New Highs Together in the New Year 🎉

Hitting Your Goals



We’ve got a lot to be excited about in 2024, and we bet you do too.

Take a look at what Team GeoWealth is most excited about for the new year, and while you’re here, be sure to scroll down grab our goal and project planning templates to get  your RIA primed for success.


Get Your 2024 Project and Goal Tracker Templates:

GeoWealth helps you offload your long list of time-consuming and repetitive tasks. That means improved efficiency and more time, allowing you to focus on where you add the most value: supporting your clients. How are you going to take advantage of all that newfound free time?

Here are some templates to help you organize your thoughts and goals for 2024:

Gain access to these helpful tools and trackers:

  • Year At A Glance
  • Key Initiatives
  • Goal Planning
  • Project Planning
  • 30-day Challenge Tracker
  • Routine Tracker
  • Vision Board
  • SWOT Analysis
  • Meeting Organizer
  • Brainstorming Notetaker
  • Social Media Post Planning
  • Website Health Tracker


GeoWealth is The Advisor’s TAMP

GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.

Get started, request a demo:

Why GeoWealth?

We’re Your Partner, Not Just a Platform.

GeoWealth isn’t just a technology provider or a TAMP offering, we’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Our team is here to build customized solutions to suit your practice, regardless of size or structure. And, we’ll be available for ongoing service and training throughout your transition. We’re built with advisors like you in mind, with flexible and compliant solutions that will help you better serve your clients.

GeoWealth 2023 TAMP of the Year

2023 TAMP of the Year

We were recently named as the winner in the TAMPs category during the awards gala for the WealthManagement.com 2023 Industry Awards, also known as The Wealthies. These awards celebrate the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.


GeoWealth Has Solutions for RIAs of Any Size or Stage

Independent RIAs

Our tech helps scale your operations and allows you more time to provide the world-class service that your clients need.

Advisors in Transition

We provide the modern infrastructure, technology, and support you need to get your new RIA up and running on Day 1.

Corporate RIAs

You’ll get a private-labeled enterprise platform to manage your increasingly large and complex operation, plus back and middle office support.

Asset Managers

We can provide the RIA market with turnkey access to your model portfolios by adding you to our vetted model marketplace.

Thought Leadership and Practice Management Resources:

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