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.
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Company Details
- Employees
- 129
- Founded
- -
- Address
- 444 N. Michigan,
- Phone
- (312)219-9160
- co****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- geowealth.com
- Keywords
- Financial Technology & Services, Portfolio Construction & Management, Investment Strategies, Back Office, Billing, Reporting, Model Portfolios, OCIO, Aggregation, Reconciliation, Trading, Outsourced Trading, Middle Office, Fintech, WealthTech, TAMP, Turnkey Investing, Turnkey Asset Management.
- HQ
- Chicago, IL
Geowealth Questions
Geowealth's helpline number is (312)219-9160
Geowealth's website is geowealth.com
Geowealth's LinkedIn profile is https://www.linkedin.com/company/geowealth
Geowealth has
129 employees.
View email and phone details for 129
employees at Geowealth.
Geowealth's industry is
Financial Services
Geowealth's top competitors are
Orion,
Smartx Advisory Solutions,
Icapital,
Envestnet,
Assetmark,
First Ascent Asset Management,
Wealth Enhancement,
Investcloud, Inc.,
Altruist,
Cais.
Geowealth's support email address is connect@geowealth.com
Geowealth's categories are Financial Services
Geowealth's founding year is 2010
