GeoWealth, LLC
GeoWealth, LLC
geowealth.com

Locations

United States · North Chicago, IL, USA · Chicago, IL, USA

Size

51-200 employees

founded in

2010

Geo Wealth is an award-winning financial technology and turnkey asset management platform (TAMP) designed specifically for registered investment advisors (RIAs). It combines a comprehensive and fully-integrated platform with best-in-class portfolio solutions, offering customizable open-architecture and a proven spectrum of investment strategies. Geo Wealth aims to empower advisors by providing the technology, infrastructure, and back-office resources they need to grow faster and serve their clients more efficiently. With a focus on advisor-driven solutions, Geo Wealth supports RIAs of all sizes and stages, ensuring they can maximize client wealth and improve operational efficiency.

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