GeoWealth In The News
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.
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 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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