GeoWealth News
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Additional Company News & Announcements
GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace
September 28, 2022
GeoWealth Follows Series B Capital Raise with Sales Team Recruiting Spree to Augment RIA Distribution Strategy
January 18, 2022
GeoWealth Appoints Jen Wing as Head of Asset Management and Yasmin Bilger as Independent Board Member
December 8, 2021
GeoWealth Secures $19 M in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from JPM
November 4, 2021
Awards & Accolades
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Media Mentions
GeoWealth Acquires $1.5bn TAMP First Ascent
Citywire RIA | March 23, 2023
Jen Wing: How RIAs Can Grow Their Businesses Using Models in 2023
Nasdaq TradeTalks | February 6, 2023
Brendan Falls: The Five Competitive Forces Affecting RIA Profitability
Advisor Perspectives | October 27, 2022
‘Why not us?’: What college basketball taught these ex-athlete advisor
CityWire RIA | April 1, 2022
NCAA March Madness star finds second career with former teammate-turned GeoWealth head coach
FinancialPlanning | March 16, 2022
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