GeoWealth News
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’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.
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:
Purpose Jobs | May 16, 2022
FinancialAdvisor.TV | May 5, 2022
CityWire RIA | April 1, 2022
The Wealth Advisor | March 17, 2022
Financial Planning | March 16, 2022
WealthManagement.com | March 11, 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
Press Release | January 18, 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
Press Release | December 8, 2021
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
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 4, 2021
RIA-Focused TAMP GeoWealth Raises $19M From Kayne Anderson Capital, J.P. Morgan
RIA Intel | November 3, 2021
WealthManagement.com | October 20, 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
Press Release | 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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