GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), was named as a Winner at the WealthManagement.com 2023 Industry Award (the “Wealthies”) in the TAMPs Category. Winners were announced at a gala and awards ceremony in New York City on September 7th.

GeoWealth’s entry, titled Modern TAMP, earned recognition from the Wealthies as it covered the TAMP’s recent expansion of tools and products to benefit the RIA community. GeoWealth’s latest initiatives include the acquisition of First Asset, a Denver-based TAMP and RIA, the unveiling of a new Investment Management program, and the launch of two new areas of the platform, Manager Portal and Model Center. These key initiatives demonstrate GeoWealth’s ongoing dedication to innovation to the advisor community.

Now in its ninth year, the WealthManagement.com Industry Awards is an awards program honoring outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges from the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. 

You can see the list of all winning firms here: https://informaconnect.com/wealth-management-industry-awards/2023-finalists-and-winners/ 

You can read about the awards categories and criteria here: https://informaconnect.com/wealth-management-industry-awards/

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