GeoWealth Is The Advisor's TAMP
@GeoWealthTech
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ADVISOR DRIVEN, TECH ENABLED Our end-to-end technology platform and TAMP for RIAs ready to find efficiency and scale faster with tech-forward solutions.
Chicago, IL
Joined August 2019
NEWS: GeoWealth Secures $38 Million in Series C Funding Led by Apollo In tandem, GeoWealth and Apollo have formed a strategic partnership to transform how private market funds are integrated into model portfolios for the RIA community.
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Did you know? ➡️ GeoWealth white-labels your advisor and client portals to your brand – logo, color palette, and more. Schedule a demo to learn more.
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Did you know? ➡️ GeoWealth trades your advisor-managed models. Schedule a demo to learn more.
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GeoWealth’s Brendan Falls On Alternative Investment Model Portfolios In A TAMP via @riachannel.
riachannel.com
Brendan Falls, EVP and Chief Growth Officer for GeoWealth, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s flexible TAMP solution specifically built for RIAs.
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GeoWealth is featured in Cerulli's Private Markets Technology Vendor map. Explore here:.
As private markets grow and firms seek to distribute their strategies to a wider investor base, a range of technology solutions is aiding efforts. Explore Cerulli’s Private Markets Technology Map to better understand the support ecosystem! @daniilatcerulli
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RT @cerulli_assoc: As private markets grow and firms seek to distribute their strategies to a wider investor base, a range of technology so….
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RT @StreetCred_PR: 🔥NEWS🔥. @GoldmanSachs Asset Management is now offering total portfolios of public and private investments in a single ac….
am.gs.com
Custom public-private model portfolios will be available to Registered Investment Advisors in partnership with GeoWealth and iCapital
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RT @icapitalnetwork: How do you bring private markets into unified managed account (UMA) structures seamlessly? Watch this Monthly Alts Pul….
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RT @StreetCred_PR: ✨ In this episode of PRess Play: The @StreetCred_PR Podcast, hosts @elenaspeaking and @jimmymoock are joined by @wingyy,….
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RT @Sowell_Mgmt: That’s a wrap on the 2025 @Sowell_Mgmt Investment Symposium!. @SurfSandLaguna brought the views—our advisors + partners br….
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While the market headlines are arriving fast and furious this morning, we're delivering a #tariff Special Edition #marketcommentary. Remember that market downturns are normal and your portfolio was built for the long haul:
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RT @StreetCred_PR: 🚀NEWS: UMA TECHNOLOGY🚀. @BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio po….
businesswire.com
BlackRock (NYSE: BLK) today has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The mo...
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RT @altswatchnews: Today @BlackRock introduced a new investment platform that allows financial advisors to manage both public and private m….
alternativeswatch.com
BlackRock introduced a new investment platform that allows financial advisors to manage both public and private market assets within a single account.
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Today at #iCapitalCONNECT2025, GeoWealth's President & COO, Jack Hannah, joined a panel to shine a light on the new technologies and partnerships enabling the delivery of public-private portfolios in one account @icapitalnetwork
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RT @BlackRock: BlackRock has just gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed A….
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#PRESSRELEASE: @BlackRock Goes Live with First-of-its-Kind Public-Private Model Portfolios Powered by GeoWealth & @icapitalnetwork Launch marks the first time a customizable model portfolio with both #alts and public market assets is available in a UMA.
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At #iCaptialCONNECT2025? Join GeoWealth President & COO, Jack Hannah, @MorningstarInc CEO, Kunal Kapoor, and @Envestnet_ Group President, Molly Weiss, tomorrow morning. The panel will be moderated by @icapitalnetwork CPO Jason Broder.
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RT @etfcom: Jen Wing, CIO of GeoWealth, is shaping the future of ETF model portfolios and asset management while advocating for women's gro….
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GeoWealth CIO, Jen Wing, speaks on "Personalization at Scale" at @FutureProof_HQ #FutureProofCitywide
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