Partners & Investors

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.

Partners & Supported Custodians

55ip

Tax Smart Investing

Axos Advisor Services

Custodian

BlackRock

Asset Manager

BNY Mellon | Pershing

Custodian

ByAllAccounts

Financial Aggregation

Charles Schwab

Custodian

Envestnet Yodlee

Financial Aggregation

Fidelity Investments

Custodian

Goldman Sachs

Custodian

Halo Investing

Protective Investments

iCapital

Alternative Accounts

Pontera

Pontera

Held-away Accounts

Raymond James

Custodian

MODEL PARTNERS

Request Our Third-party Model Marketplace

Request our Model Marketplace to view the current list of third-party investment models from trusted asset managers, all vetted by GeoWealth’s Investment Team.

Our Investors

Series A: December 2018

GeoWealth 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.

Series B: November 2021

GeoWealth raised a $19 million Series B funding round led by Kayne Partners Fund, the growth private equity group of Kayne Anderson Capital Advisors, with a follow-on investment from J.P. Morgan Asset Management.

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