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.
Our Trusted Partners

55ip
Tax Smart Investing

ByAllAccounts
Financial Aggregation

BNY Mellon | Pershing
Custodian

Charles Schwab
Custodian

Envestnet Yodlee
Financial Aggregation

Fidelity Investments
Custodian

Goldman Sachs
Custodian

Halo Investing
Protective Investments

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
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