GeoWealth Secures Strategic Investment From J.P. Morgan Asset Management

MARKETS INSIDER DECEMBER 20, 2018
GeoWealth, a leading financial technology and investment advisory firm, today announced a minority investment in the firm by J.P. Morgan Asset Management. This growth capital will enable GeoWealth to bolster its marketing and distribution efforts and provide its integrated wealth management platform to a greater number of advisors nationwide.

GeoWealth’s cloud-based wealth management technology platform provides advisors a comprehensive suite of features to efficiently manage their practices. GeoWealth also provides turnkey access to a growing menu of ETF model portfolios fully integrated within the platform. This strategic investment by J.P. Morgan will help accelerate GeoWealth’s growth objectives and expand advisors’ access to innovative advisor technology and investment solutions.

“We are pleased to expand our partnership with J.P. Morgan through this strategic investment,” said Colin Falls, President of GeoWealth. “Our ambitious goals for continued innovation and expanded access to our platform will be bolstered by this investment and we look forward to quickly reaching a broader audience.”

“Two years ago we partnered with GeoWealth to deliver unique ETF model portfolios to advisors and investors through their innovative technology platform. We’ve found this offering to be successful and are glad to help support GeoWealth’s future growth in an area of increasing client interest,” said Ogden Hammond, Global Head of Beta Product & Business Development for J.P. Morgan Asset Management.