GeoWealth News

Additional Company News & Announcements

GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace

September 28, 2022

GeoWealth Follows Series B Capital Raise with Sales Team Recruiting Spree to Augment RIA Distribution Strategy

January 18, 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

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