News, Awards & Press

This is your hub for GeoWealth’s latest press releases, industry accolades, media mentions, and interviews. Explore everything we’ve been up to lately.

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Industry 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

Podcast Features

Interviews with Team GeoWealth

Tune into these recent podcasts episode hosted by industry leaders, featuring members of Team GeoWealth as guests.

Thought Leadership

The latest articles published by members of Team GeoWealth in publications focused on technology, finance, and investing.

ETF.COM

JANUARY 24, 2024

TAMP Investment Head Pinpoints How Advisors Use ETFs

By Jen Wing
Head of Investment Solutions

Wealth Solutions Report

OCTOBER 16, 2023

7 Ways RIAs Can Increase Their Appeal Ahead Of A Sale

By Brendan Falls
EVP, Chief Growth Officer

Think Advisor

JULY 6, 2023

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

By Jack Hannah
President & COO

Other Good Stuff for RIAs

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Resource Library

Here’s your one-stop-shop for eBooks, checklists, templates, and other educatinal resources for advisors and investors.

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Case Studies

Real client stories. Real impacts from GeoWealth’s modern technology and investment solutions. Dig in here:

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