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GeoWealth Series B

GeoWealth’s integration with Pontera will enable RIAs to maintain compliance with financial regulations while alleviating custody and rollover challenges on held away assets. Advisors can securely trade 401(k)s, 403(b)s, HSAs, variable annuities, and more in a similar manner to custodied accounts.

Jen Wing Yasmin Bilger GeoWealth

GeoWealth announces a strategic partnership with 55ip, the technology platform designed to deliver personalized tax management for independent advisors (RIAs). Ongoing tax-loss harvesting and tax management capabilities are critical to advisors seeking to grow their business and serve the evolving needs of their clients.

GeoWealth Sales Team Recruiting Spree

“We are bringing on best-in-class talent from across the industry to serve the evolving needs of RIAs, and I’m proud to welcome Blaise, Bryan, John, and Steve to our experienced team,” said Scott Silverman, Head of Distribution, GeoWealth.

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