PRESS ROOM

Company News & Announcements

Media Mentions

PODCASTS

wealthtech today

FEBRUARY 8, 2024

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

WEALTHMANAGEMENT.COM

JUNE 9, 2023

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

DOUBLELINE

MARCH 30, 2023

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

wealthmanagement.com

MARCH 11, 2022

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

FINANCIALADVISOR.TV

NOVEMBER 18, 2021

The Resilient Advisor: Jay Coulter hosts Colin Falls of GeoWealth

VIDEOS

February 6, 2023

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

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MAY 5, 2022

GeoWealth Speed Demo from FinancialAdvisor.TV with Jay Coulter

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ARTICLES

APRIL 9, 2024

Solving the Advisory Firm Turnover Problem

Advisor Perspectives

January 24, 2024

GeoWealth’s Jen Wing Pinpoints How Advisors Use ETFs

ETF.com

October 16, 2023

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

Wealth Solutions Report

JULY 6, 2023

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

Think Advisor

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

RIABiz

MARCH 23, 2023

GeoWealth acquires $1.5bn Tamp First Ascent

CityWire RIA

OCTOBER 27, 2022

Brendan Falls: The Five Competitive Forces Affecting RIA Profitability

Advisor Perspectives

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

RIABiz

NOVEMBER 4, 2021

Modern TAMP GeoWealth Lands $19 Million Series B

WealthManagement.com

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

WealthManagement.com

AUGUST 24, 2021

A TAMP Years in The Making Is Poised to Grow

RIA Intel

Awards & Accolades

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