Schedule a Demo

GeoWealth is the RIA-centric Turnkey Asset Management Platform (TAMP) that you’ve been seeking. Our  modern, proprietary platform offers you:

  • Completely integrated and intuitive technology in a sleek interface branded to your firm
  • Turnkey, flexible investment solutions – advisor as PM, third-party marketplace, OCIO, etc.
  • High-touch back office support: trading, billing, reporting, reconciliation, and more

Request a demo to see our platform in action. Fill out this form and our team will contact you to schedule an introductory call and demo.

Scale With GeoWealth

Advisor Technology

Our integrated, purpose-built technology platform provides a holistic solution available in one place.

Portfolio Solutions

Leverage our trading team and expertise to manage your clients’ portfolios more effectively.

Service and Support

Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.