GeoWealth In The News

GeoWealth Franklin Templeton

The addition of Franklin Templeton’s multi-asset solutions to GeoWealth’s platform will support and further the adoption of third-party investment offerings by RIAs, enabling them to achieve and maintain scale while delivering custom solutions to investors.

GeoWealth RIA Intel

Three years ago, GeoWealth had no sales team and was growing slowly by word of mouth. Now, the TAMP, backed by J.P. Morgan and other investors, is managing almost $7 billion for more than 60 RIAs and is poised to grow even more. 

GeoWealth Advisor Service Center

GeoWealth announced enhancements to its Advisor Service Center, a modern, intuitive platform for Advisors. Other improvements include Automated Account Opening and additional Model Management features, all providing a seamless experience for RIAs.

Additional News & Press:

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

June 23, 2021

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

January 26, 2021

GeoWealth and Foreside Financial Group Announce Strategic Alliance

June 16, 2020

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

June 9, 2020

Listen: Foreside Financial Partner Spotlight Interview with Colin Falls

February 4, 2020

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

January 29, 2020

GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model

October 29, 2019

GeoWealth Expands Model Portfolio Offering With Addition Of Fidelity Investments

October 15, 2019

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

December 20, 2018

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

May 30, 2018

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

May 29, 2018

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

April 11, 2017

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