GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the “Wealthies”) for TAMP Category.

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. Winners will be announced at a gala and awards ceremony in New York City on September 7th.

“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations at WealthManagement.com. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

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

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