GeoWealth

About GeoWealth

GeoWealth is a modern financial technology company that provides a turnkey asset management platform (TAMP) designed forRIAs and institutional investors. It combines advisor technology, portfolio solutions, and back-office services into a single, integrated offering to help advisors grow their practice and serve clients more efficiently. Headquartered in Chicago, Illinois, GeoWealth serves hundreds of independent advisors with an open-architecture platform and a range of investment strategies and outsourced capabilities.