BUILT FOR RIAs
Advisor Driven,
Tech Enabled TAMP
GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for RIAs.
Integrated Technology ● Flexible Investment Solutions ● Robust Back Office
GeoWealth is at the Intersection of Technology and Investing



ADVISOR TECHNOLOGY
Our integrated, purpose-built technology platform provides a holistic solution available in one place.
PORTFOLIO SOLUTIONS
Leverage our trading team and expertise to manage your clients’ portfolios more effectively.
SERVICES & SUPPORT
Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale.

Grow Your Business & Serve Your Clients Better
A Modern, Integrated Wealth Management Solution

AWARD-WINNING TAMP SERVING 200+ RIAs:
NOTE: 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. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization.
Our Latest News
OCTOBER 15, 2025
GeoWealth and J.P. Morgan Asset Management Expand Custom Model Portfolio Capabilities with Private and Public Market Access
SEPTEMBER 4, 2025
GeoWealth Wins Second “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2025 Industry Awards
AUGUST 4, 2025
GeoWealth Secures $38 Million in Series C Funding Led by Apollo
MAY 6, 2025
Powered by GeoWealth, Goldman Sachs Asset Management Introduces New Custom Model Portfolio Capabilities Combining Public and Private Investments
April 15, 2025
GeoWealth Recognized in America’s Best TAMPs 2025
March 26, 2025
Powered by GeoWealth, BlackRock Goes Live with First-of-its-Kind Public-Private Model Portfolios, Enabling Easier Access to Private Markets
The TAMP for RIAs
What does GeoWealth do for RIAs?
Take a quick look into everything GeoWealth offers your financial advisory firm across advisor technology, portfolio solutions, back office services, and training support.
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