GeoWealth

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 Insurance
Monetary 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 Contact
Evan Lieberman SVP, Head of Operations and Cco
Email Phone
Yuriy Kozlovskiy Oracle Database Administrator. Oci
Email
Hristo Ganev Director of Development and Project
Email Phone
Clifford Schoeman CPO That Builds Solutions to Bridge
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 Email 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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