2023 TAMP Growth Summit
GeoWealth’s CEO, Colin Falls, joined the panel of the 2023 TAMP Growth Summit hosted by America’s Best TAMPs. Click play on this quick clip, which explores:
• How a TAMP is not just a product, its a solution
• Our continued mission to be the TAMP for RIAs
• Our history and recent growth
This content is intended for investment professionals. This content is not investment advice and is for informational purposes only. This is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product.
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America’s Best TAMPs 2023
GeoWealth has been featured in America’s Best TAMPs for the past four years. In the newly published 2023 report, The Wealth Advisor ranked us as one of the fastest-growing TAMPs. Here’s a snapshot of our growth, programs, and offerings:
📊 Over $20 billion in platform assets*
🚀 Grew 390% between 2020 and today*
🏆 Focused on RIAs and Independent Advisors
⭐️ Specializing in UMAs and advisor-managed models
📈 Expansive model marketplace from trusted asset managers
🔑 Flexible, tiered pricing and able to work with most custodians
📌 Founded in 2010 and based in Chicago
* Data as of November 2022.
CEO of GeoWealth
“We understand that RIAs want three things, no matter their size or stage of business: more time, reliable support, and control over the way they run their firms. GeoWealth’s tech-enabled, advisor-driven infrastructure is built to deliver all three, marrying a modern and continuously improving technology ecosystem with a high-touch service and support model. Those pillars are delivered alongside multi-custodial flexibility and the ability for advisors to manage their own models, access our top-quality strategists, or use a combination thereof via our innovative UMA technology.
As operational costs increase along with client needs in today’s challenging economic environment, GeoWealth is positioned to help advisors drive firm profitability by alleviating back-office burdens and the costs associated with them, empowering advisors to focus on their clients.
Above all, we’re raising the bar for the Turnkey Asset Management industry by transforming ‘Platform’ into ‘Partner’ with a relentless commitment to strategic and meaningful integrations, expanded customization capabilities, and ongoing innovation across all facets of our offering.”
GeoWealth has been featured in America’s Best TAMPs for 4 years:
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