GeoWealth In The News

GeoWealth RIA Intel

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 Advisor Service Center

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, efficient user experience for RIAs.

Global X has experienced a 350+% CAGR in its ETF model portfolios available on the GeoWealth platform since 2018. The partnership has been a key component in Global X’s delivery of ETF model portfolios to the US RIA space.

GeoWealth stands poised for rapid expansion in 2021 as financial advisors continue to prioritize digitized tools and outsourced solutions. This announcement marks more than 100 percent growth in AUM from 2019.

GeoWealth announced a strategic alliance with Foreside Financial, a global provider of compliance technology solutions, to fulfill advisor demand for turnkey, outsourced compliance and investment solutions, providing the infrastructure and support advisors need to launch an RIA.

GeoWealth stands poised for rapid growth in 2020 as financial advisors migrate to modern technology and embrace the outsourcing model. The firm’s growth throughout has been supported by new hires in distribution, marketing and in software development.

Additional News Articles:

  • GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

  • Foreside Partner Spotlight Interview with Colin Falls

  • GeoWealth Expands Portfolio Offering with Addition of Fidelity Investments

  • GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model

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