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News, Awards & Press

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Recent Awards

GeoWealth has been recognized by the industry as an innovative, award-winning platform serving RIAs. 

2024 Asset Management Platform of the Year

GeoWealth is Named one of Wealth Solutions Report’s Asset Management Platform of the Year in 2024 Wealth Exemplar Award

2023 LUMINARIES Finalist: TAMP Platforms

GeoWealth is Named to ThinkAdvisor LUMINARIES Awards Class of 2023 in Fintech/TAMP Platforms Category

2023 TAMP of the Year

GeoWealth Wins First “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2023 Industry Awards

2024 Best Places to Work in Chicago

GeoWealth Earns “Best Startup” Spot on Built In’s 2024 “Best Places to Work” List for Third Consecutive Year

Recent Media

WEALTHTECH TODAY

FEBRUARY 8, 2024

A Technology Slam Dunk: How GeoWealth is Changing the TAMP Game with Colin Falls

ETF.com

January 24, 2024

GeoWealth’s Jen Wing Pinpoints How Advisors Use ETFs in 2024

wealth solutions report

OCTOBER 16, 2023

Value Levers: Seven Ways RIAs Can Increase Their Appeal Ahead Of A Sale by Brendan Falls

thinkadvisor

JULY 6, 2023

4 Time-Wasting Mistakes That Limit Your Firm’s Growth By Jack Hannah

Explore All Podcasts & Media

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