Company News & Announcements

Media Mentions


wealthtech today

FEBRUARY 8, 2024

A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls


JUNE 9, 2023

The WealthStack Podcast: GeoWealth’s Colin Falls on What Advisors Really Need in a TAMP


MARCH 30, 2023

GeoWealth Head of Investment Solutions, Jen Wing, on The Sherman Show

MARCH 11, 2022

Advisor Innovations Podcast with David Armstrong: GeoWealth’s Colin Falls


NOVEMBER 18, 2021

The Resilient Advisor: Jay Coulter hosts Colin Falls of GeoWealth


JUNE 28, 2024

Jen Wing: ETF Launches Dwarf Mutual Fund Starts

JUNE 28, 2024

BlackRock Adds Custom Model Portfolios with Alts to $28B TAMP


JUNE 27, 2024

BlackRock Inks GeoWealth Pact for Alternatives Access

JUNE 26, 2024

BlackRock Expands Its Horizons Through Strategic Partnership with GeoWealth Amidst Strong Financial Performance


JUNE 26, 2024

$28bn TAMP GeoWealth expands BlackRock lineup

CityWire Pro Buyer

JUNE 26, 2024

BlackRock to ramp up custom models business with GeoWealth partnership


JUNE 26, 2024

BlackRock Muscles Into Private Assets Market for Wealth Clients, Working with GeoWealth to offer Private Equity and Debt Funds in Customized Portfolios


JUNE 25, 2024

Scott MacKillop: Three forces that will accelerate the drive toward independence


JUNE 18, 2024

Scott MacKillop: Three Tools to Differentiate Your Firm

Advisor Perspectives

MAY 22, 2024

Here’s why wealth managers like to hire ex-athletes


APRIL 9, 2024

Scott MacKillop: Solving the Advisory Firm Turnover Problem

Advisor Perspectives

January 24, 2024

GeoWealth’s Jen Wing Pinpoints How Advisors Use ETFs

October 16, 2023

Value Levers: Seven Ways RIAs Can Increase Their Appeal Ahead Of A Sale

Wealth Solutions Report

JULY 6, 2023

Jack Hannah: 4 Time-Wasting Mistakes That Limit Your Firm’s Growth


JUNE 7, 2023

How Wealth Management Is Navigating The Shifting Investment Products Landscape

Wealth Solutions Report

MAY 1, 2023

Tech-Forward TAMP GeoWealth Acquires First Ascent To Offer (Flat-Fee) Investment Management At Scale

Michael Kitces

APRIL 5, 2023

Scott MacKillop’s Denver TAMP, First Ascent, Aquired by GeoWealth


MARCH 23, 2023

Colin Falls: Technology is Critical in Providing the Ultimate High-Touch Client Service

DECEMBER 29, 2022

Brendan Falls: The Five Competitive Forces Affecting RIA Profitability

Advisor Perspectives

NOVEMBER 23, 2022

Colin Falls: Wealthtech 2023: 5 tech insiders on the tools and tips that actually help financial advisors


OCTOBER 27, 2022

Brendan Falls: The Five Competitive Forces Affecting RIA Profitability

Advisor Perspectives

August 25, 2022

Colin Falls: 5 Red Flags to Avoid When Choosing a TAMP


April 1, 2022

‘Why not us?’: What college basketball taught these ex-athlete advisors

Citywire RIA

MARCH 16, 2022

NCAA March Madness star finds second career with former teammate-turned GeoWealth head coach

Financial Planning

FEBRUARY 7, 2022

The Word “TAMP” Isn’t the Problem

Advisor Perspectives

JANUARY 21, 2022

GeoWealth raises $19 Million to out-tech Orion, SEI, AssetMark and Envestnet on RIA outsourcing but then goes after their talent, too


NOVEMBER 4, 2021

Modern TAMP GeoWealth Lands $19 Million Series B

NOVEMBER 4, 2021

TAMP GeoWealth raises $19m in Series B round

CityWire RIA

NOVEMBER 4, 2021

Chicago fintech GeoWealth raises $19 million, plans to hire up to 60

Crain’s Chicago Business

NOVEMBER 3, 2021

RIA-Focused TAMP GeoWealth Raises $19M From Kayne Anderson Capital, J.P. Morgan

RIA Intel

OCTOBER 20, 2021

Eight Reasons Advisors Leave their Broker-Dealers to Start Their Own RIAs

AUGUST 24, 2021

A TAMP Years in The Making Is Poised to Grow

RIA Intel


October 6, 2023

Wealth Management Industry Awards: On the Red Carpet With Colin Falls

Watch >

February 6, 2023

Jen Wing on Nasdaq Trade Talks: How RIAs Can Grow Their Businesses Using Models in 2023

Watch >

MAY 5, 2022

GeoWealth Speed Demo from FinancialAdvisor.TV with Jay Coulter

Watch >

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