We’ve teamed up with key providers to ensure advisors have access to the tools they need to better serve their clients. The GeoWealth platform is geared to leverage industry leaders across asset management, custodial services, and cutting-edge technology.

Select Model Partners

Select Integration Partners


Press Release: December 2018

GeoWealth, a leading financial technology and investment advisory firm, today announced a minority investment in the firm by J.P. Morgan Asset Management. This growth capital will enable GeoWealth to bolster its marketing and distribution efforts and provide its integrated wealth management platform to a greater number of advisors nationwide.

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