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GeoWealth
AddedFeb 15, 2024
UpdatedJun 18, 2026
GeoWealth

GeoWealth

Operating

GeoWealth: A wealth management tech firm enhancing efficiency & bottom line for investors.

Location
Chicago, IL, US
Founded
2010
Firm
Compare
Fundraising
Employees
Website

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.

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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
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end