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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

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