Company News & Announcements

All GeoWealth Press Releases

GeoWealth is Named a Finalist in the 2023 Industry Awards for TAMP Category

June 1, 2023

GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP

March 23, 2023

GeoWealth Launches Investment Consulting Division, Introduces Manager Portal, and Expands Model Marketplace

September 28, 2022

GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform

June 30, 2022

GeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation Capabilities

June 2, 2022

GeoWealth Follows Series B Capital Raise with Sales Team Recruiting Spree to Augment RIA Distribution Strategy

January 18, 2022

GeoWealth Appoints Jen Wing as Head of Asset Management, Yasmin Bilger as Independent Board Member

December 8, 2021

GeoWealth Secures $19M in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from JPM

November 4, 2021

GeoWealth Enhances State-of-the-Art Advisor Service Center

August 24, 2021

GeoWealth Adds Franklin Templeton Models to its Platform

October 7, 2021

GeoWealth Powers Global X’s ETF Model Portfolios to Explosive Growth in US

June 23, 2021

GeoWealth Surpasses $13B In Assets On Advisor Platform, $4.5B In Assets Under Management

January 26, 2021

GeoWealth and Foreside Financial Group Announce Strategic Alliance

June 16, 2020

GeoWealth Collaborates With PIMCO to Launch Fixed Income Models

June 9, 2020

GeoWealth Surpasses $8B In Assets On Advisor Platform, $2B In Assets Under Management

January 29, 2020

GeoWealth Expands Portfolio Offering with VanEck’s Muni Allocation Model

October 29, 2019

GeoWealth Expands Model Portfolio Offering With Addition Of Fidelity Investments

October 15, 2019

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

December 20, 2018

GeoWealth Expands ETF Model Portfolio Offering With Addition Of State Street Global Advisors And Global X

May 29, 2018

J.P. Morgan Offers ETF Model Portfolios Through Cloud-Based Advisor Technology GeoWealth

April 11, 2017

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