PRESS ROOM
News, Awards & Press
Recent News
Recent News
Swipe For More News
Additional Company News & Announcements
GeoWealth is Named a Finalist in the WealthManagement.com 2023 Industry Awards for TAMP Category
June 1, 2023
GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace
September 28, 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
Swipe For More Accolades
Media Mentions
4 Time-Wasting Mistakes That Limit Your Firm's Growth
ThinkAdvisor | July 6, 2023
How Wealth Management Is Navigating The Shifting Investment Products Landscape
Wealth Solutions Report | June 7, 2023
Michael Kitces' Thoughts on GeoWealth's Acquisition of First Ascent
Michael Kitces: Nerd’s Eye Wiew | May 1, 2023
Scott MacKillop's Denver TAMP, First Ascent, Acquired by GeoWealth
RIABiz | April 5, 2023
GeoWealth Acquires $1.5bn TAMP First Ascent
Citywire RIA | March 23, 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
Subscribe for updates
Register to get timely updates and insightful content via email, keeping you in the loop on any must-have info from GeoWealth
Press inquiries?
If you need to get in touch with someone at GeoWealth for a media opportunity, or need official brand assets, reach out for support:
Ready To Work Smarter?
Get Powered By GeoWealth