JULY 15, 2026 | CHICAGO, IL
Search Chain Partners Names GeoWealth in Top 50 Firms to Work for in Wealthtech
Chicago-based GeoWealth recognized by Search Chain Partners, named one of the “Wealthtech Top 50” Firms to Work for.
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Search Chain Partners, a specialist FinTech search firm, today recognized GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), on its “Search Chain Wealthtech Top 50” list of top firms to work for in wealthtech. The report recognizes firms that stand out for their culture, innovation, and impact in the space.
Firms included in this list are recognized for:
- Caliber of Team – Strong leadership across the senior ranks and several impressive recent hires
- Investment & Growth – Continued growth and recent strategic partnerships
- Reputation in Market – A key player in the wealthtech space with increasing visibility
- Opportunity for Impact – Clear potential to shape the future of financial technology
GeoWealth provides a cloud-native turnkey asset management platform (TAMP) for registered investment advisers, combining portfolio management, trading, reporting and back-office services in a single solution. Its open-architecture platform helps wealth managers automate investment operations, scale more efficiently and deliver personalized client experiences. GeoWealth serves more than 200 RIAs and continues to expand its platform through strategic partnerships with leading global asset managers.
“GeoWealth stands apart with a unified U.S. and European team of over 150 professionals, all working toward transforming how financial advisors serve their clients,” said Cliff Schoeman, EVP, Chief Product Officer of GeoWealth. “From building proprietary portfolio accounting software to pioneering public-private model portfolios, our innovation powers more than $50 billion in platform assets through a fully integrated, open-architecture TAMP. Bolstered by partnerships with leading asset managers like BlackRock, Apollo, Goldman Sachs, and J.P. Morgan, we provide the customization, flexibility and scale today’s growth-minded advisors and clients require. Founded in 2010 and headquartered in Chicago, we’re proud of our U.S./E.U. team for delivering new innovations quarter after quarter.”
As an award-winning workplace, GeoWealth has also earned a spot on Built In’s “Best Startup” on its “Best Places to Work” List for 2022, 2023, 2024, and 2026, as well as on Purpose Jobs’ “Top Fintech Startups in the Midwest” in 2022 and “Best Places to Work” in 2024 and 2025.
To learn more about GeoWealth and explore career opportunities with the firm, please visit geowealth.com/careers.
To see the full list and learn more about the criteria and methodology for the Search Chain Wealthtech Top 50, view the announcement.
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GeoWealth Corporate Contact:
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312.219.9160
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About GeoWealth
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL. Visit us at geowealth.com and follow us on LinkedIn.
About Search Chain Partners
Search Chain Partners is a specialist FinTech search firm partnering with high-growth, investor-backed businesses across WealthTech, RegTech and AI. They help firms hire high-calibre sales/GTM, product, technology and professional services talent across the UK, Europe and North America. Learn more at searchchainpartners.com.
NOTE: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization.
*GeoWealth is separate and unaffiliated with JPMC Strategic Investments Group I Corporation, an affiliate of J.P. Morgan Asset Management (JP Morgan), Apollo Management Holdings, L.P. (Apollo), Goldman Sachs Asset Management, L.P. (GSAM) and Blackrock SMI, LLC, an affiliate of Blackrock Investment Management (Blackrock), however, JP Morgan, Apollo, GSAM, and BlackRock own a non-controlling interest in GeoWealth’s parent company, GeoWealth, LLC.
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