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

YOUR TURNKEY ASSET MANAGEMENT

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

For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. Our technology solutions, turnkey investment platform, and outsourced service offering mean that you can focus more time on what matters most: your clients.

A Modern, Integrated Wealth Management Solution

GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.

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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