GeoWealth
Financial Services
444 N. Michigan
129 employees
- Employees
- 129
- Contacts
- 4
- Emails
- 4
- Phones
- 2
GeoWealth Overview
- Headquarters
- 444 N. Michigan
- Phone Number
- Available in AeroLeads
- Website
- geowealth.com
- Industry
- Financial Services
- Employees
- 129
- Founded
- 2010
- Funding
- 38.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About GeoWealth
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). We are an award-winning provider of wealth management technology; combining a comprehensive and fully-integrated advisor tech suite with best-in-class investment solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. DISCLOSURE: Content posted to the GeoWealth LinkedIn account is intended for general information and educational purposes only. Any comments posted in response to content that is published by GeoWealth on LinkedIn are not to be construed as an endorsement or testimonial of any product or service. We do not compensate people to provide endorsements or testimonials. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Content posted here is intended for investment professionals. Content posted is not investment advice and is for informational purposes only. It is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product. View our Privacy Policy here: https://geowealth.com/website-privacy-policy/.
GeoWealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
GeoWealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Evan Lieberman | SVP, Head of Operations and Cco | Greater Chicago Area, United States |
Email
Phone
|
| Yuriy Kozlovskiy | Oracle Database Administrator. Oci | Ukraine |
Email
|
| Hristo Ganev | Director of Development and Project | Bulgaria |
Email
Phone
|
| Clifford Schoeman | CPO That Builds Solutions to Bridge | United States |
Email
|
Employees by Management Level
Individual contributor
22 profiles
Manager
5 profiles
Executive
4 profiles
Senior / Lead
4 profiles
VP / Head
3 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Operations | 10 | 10 | 2 |
| General | 8 | 8 | 1 |
| Executive | 4 | 4 | 2 |
| IT | 3 | 3 | 1 |
| Marketing | 2 | 2 | 2 |
| Sales | 2 | 2 | 0 |
GeoWealth Tech Stack
Engineering
5 profiles
Product / design
1 profile
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