GeoWealth News

GeoWealth Series B

To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its model marketplace, increasing its vetted manager menu by over 200 percent.

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 strategic partnership with 55ip, the technology platform designed to deliver personalized tax management for independent advisors. 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.

Additional News & Press:

FinancialAdvisor.TV  |  May 5, 2022

The Wealth Advisor  |  March 17, 2022

Advisor Perspectives  |  February 7, 2022

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

RIABiz  |  January 21, 2022

Advisor Transition Services  |  January 11, 2022

GeoWealth Named on Built In Chicago’s List of Best Small Companies to Work For

Award Winner  |  January 5, 2022

Michael Kitces on GeoWealth in December #AdvisorTech Issue

Michael Kitces: Nerd’s Eye View  |  December 6, 2021

Listen: The Resilient Advisor Show with Jay Coulter featuring Colin Falls

Podcast  |  November 18, 2021

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Press Release  |  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 4, 2021

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

RIA Intel  |  November 3, 2021

GeoWealth Adds Franklin Templeton Models to its Platform

Press Release  |  October 7, 2021

A TAMP Years in The Making Is Poised to Grow

RIA Intel  |  August 24, 2021

GeoWealth Powers Global X’s ETF Model Portfolios to Explosive Growth in US

Press Release  |  June 23, 2021

GeoWealth Surpasses $13 Billion In Assets On Advisor Platform, $4.5 Billion In AUM

Press Release  |  January 26, 2021

GeoWealth and Foreside Financial Group Announce Strategic Alliance

Press Release  |  June 16, 2020

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

Press Release  |  June 9, 2020

Listen: Foreside Financial Partner Spotlight Interview with Colin Falls

Podcast  |  February 4, 2020

GeoWealth Surpasses $8 Billion In Assets On Advisor Platform, $2 Billion In AUM

Press Release  |  January 29, 2020

GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model

Press Release  |  October 29, 2019

GeoWealth Expands Model Portfolio Offering With Addition Of Fidelity Investments

Press Release  |  October 15, 2019

GeoWealth Secures Strategic Investment From J.P. Morgan Asset Management

Press Release  |  December 20, 2018

Ex-Merrill ETF Maven, Jon Maier, Unveils New Range Of Model Portfolios

Press Release  |  May 30, 2018

GeoWealth Expands ETF Model Offering, Adding State Street Global Advisors & Global X

Press Release  |  May 29, 2018

J.P. Morgan Offers ETF Model Portfolios Through Cloud-Based Advisor Tech GeoWealth

Press Release  |  April 11, 2017

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