PRESS RELEASE

JANUARY 9, 2024  |  CHICAGO, IL

GeoWealth Earns “Best Startup” Spot on Built In’s 2024 “Best Places to Work” List for Third Consecutive Year

Chicago-based GeoWealth honored yet again by Built In, named one of the “Best Startups” in their “Best Places to Work” awards.
GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced today that it has been named a “Best Startup in Chicago” on Built In’s 2024 “Best Places to Work” list, marking the third consecutive year it has made the list. Over the past three years, GeoWealth has achieved robust growth and implemented strategic initiatives to offer registered investment advisors (RIAs) enhanced customization and flexible investment solutions to better serve their clients.

In early 2023, GeoWealth acquired Denver-based TAMP and RIA First Ascent with the goal of creating a service that boasts improved technology, greater client service and versatility for advisory firms of all sizes. Shortly after the acquisition, GeoWealth engaged in a strategic partnership with Halo Investing as part of its commitment to putting the needs of RIAs first. This partnership has enabled the company to deliver a new-to-market capability, offering customizable structured note portfolios as a component of a unified managed account (UMA).

GeoWealth has also consistently enhanced its platform to offer RIAs more personalization and choice in their investment management programs. Advisors leveraging GeoWealth’s proprietary platform have always had the flexibility to build their own models, select third-party model portfolios, or combine the two via custom UMAs. GeoWealth will continue to evolve, implementing user-friendly tools built explicitly to enable RIAs to scale business faster and serve clients more efficiently.

“As we enter a new year and begin to execute on a fresh set of goals, this recognition serves as a motivating reminder of our commitment to excellence,” said Colin Falls, President & CEO of GeoWealth. “We are proud of the energetic, hardworking culture we’ve created, and look forward to expanding our product team and other key areas of the business in 2024.”

Built In determines the winners of Best Places to Work based on an algorithm, using company data about compensation and benefits. To reflect the benefits candidates are searching for more frequently on Built In, the program also weighs criteria like remote and flexible work opportunities, programs for DEI and other people-first cultural offerings.

GeoWealth is a growing, dynamic team seeking to make an impact on the future of the financial services industry. The firm has an engaging and team-oriented culture with a variety of benefits including competitive salaries and bonuses, flexible PTO and work schedules, 401(k) with company match, comprehensive insurance, and more. GeoWealth is actively recruiting professionals committed to building the tools that modern RIAs deserve. An award-winning workplace, GeoWealth has also earned a spot on Purpose Jobs’ “Top Fintech Startups in the Midwest” in 2022 and won a WealthManagement.com 2023 Industry Award (“Wealthie”) in the TAMPs category.

“I’d like to extend our heartfelt congratulations to the 2024 Best Places to Work winners,” said Maria Christopoulos Katris, founder and CEO of Built In. “I am truly inspired by these companies that have risen to the challenge of fostering a positive work environment, maintaining a strong brand, and ensuring employee satisfaction. The future is filled with promise, and we are so excited to see what lies ahead.”

To learn more about GeoWealth and explore career opportunities with the firm, please visit geowealth.com/careers.

To learn more about the criteria and methodology for the Best Places to Work Awards, please visit employers.builtin.com/best-places-to-work.

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.

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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 fully 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.

About Built In
Built In is creating the largest candidate generation platform for technology professionals globally. Monthly, millions of the industry’s most in-demand professionals visit the site from across the world. They rely on our platform to stay ahead of tech trends and news, learn skills to accelerate their careers and find opportunities at companies whose values they share. Built In also serves thousands of innovative companies from startups to the Fortune 500. By putting their stories in front of our uniquely engaged audience, we help them reach otherwise hard-to-hire tech professionals. www.builtin.com.

About Built In’s Best Places to Work
Built In’s annual Best Places to Work program honors companies with the best total rewards packages across the U.S. and in the following tech hubs: Atlanta, Austin, Boston, Chicago, Colorado, Dallas, Houston, Los Angeles, Miami, New York, San Diego, San Francisco, Seattle and Washington DC. Best Places to Work is distinct because its algorithm selects tech companies that build their offerings specifically around what tech professionals value in a workplace. Winners are announced in early January 2024. https://employers.builtin.com/best-places-to-work/

 

GeoWealth Media Contacts:

StreetCred PR: GeoWealth@streetcredpr.com
Will Ruben: william@streetcredpr.com, 847-208-8289
Jimmy Moock: jimmy@streetcredpr.com, 610-304-4570

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