GeoWealth News

GeoWealth Sales Team Recruiting Spree

“We are bringing on best-in-class talent from across the industry to serve the evolving needs of RIAs, and I’m proud to welcome Blaise, Bryan, John, and Steve to our experienced team,” said Scott Silverman, Head of Distribution, GeoWealth.

Jen Wing Yasmin Bilger GeoWealth

Jen Wing has joined GeoWealth as Head of Asset Management, focusing on enhancing investment tools and capabilities for clients. Additionally, they announced Yasmin Bilger of Engine No. 1 as an Independent Board Member.

GeoWealth Series B

GeoWealth has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth private equity group of Kayne Anderson Capital Advisors, with a follow-on investment from J.P. Morgan Asset Management, an investor in GeoWealth since 2018.

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

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

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 Enhances State-of-the-Art Advisor Service Center

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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