GeoWealth: A wealth management tech firm enhancing efficiency & bottom line for investors.
Location
Chicago, IL, US
Founded
2010
GeoWealth is a financial technology and turnkey asset management platform (TAMP) designed specifically for Registered Investment Advisors (RIAs) and institutional investors. The firm focuses on enhancing efficiency and maximizing the bottom line for its clients through advanced wealth management technology. GeoWealth offers comprehensive solutions that integrate portfolio management, reporting, and back-office services, catering to the needs of investment advisors seeking streamlined operations.
Key partners and decision-makers at GeoWealth bring a wealth of experience from the financial technology and asset management sectors. The firm's investment philosophy centers around leveraging cutting-edge technology to provide scalable and efficient asset management solutions. GeoWealth also offers unique value-add services such as advisor training, extensive support resources, and a robust suite of portfolio solutions to empower advisors in delivering superior service to their clients.
GeoWealth - Classification
Also Known As
Geowealth Management, LLC
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 12 more industry codes
NAICS
523100Securities and Commodity Contracts Intermediation and Brokerage
523150Investment Banking and Securities Intermediation
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
