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.

Meet Partners

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

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.

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Our Investors

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