GeoWealth Is The Advisor's TAMP

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.

[Barron's Advisor @barronsadvisor]

Goldman Sachs Buys $42.5 Million Minority Stake in GeoWealth. Here’s Why. https://t.co/wd9PTy6VDs

[Chicago Business Journal @ChiBizJournal]

Goldman Sachs takes board seat at Chicago wealth tech firm with $42.5M investment. Learn more here. https://t.co/44YBrfJ0Xc

[AlphaMaven Hedge Funds @AlphaMavenHF]

GeoWealth launches public-private portfolio marketplace: GeoWealth launched its Private Model Marketplace this week as the largest alternative asset managers... https://t.co/tJcqi22FN8 #AlternativeInvestments

[Monetary Masters @Monetary_Master]

The @VistaSharesX ETF company and $POW are mentioned in this industry roundup of innovative new ETFs recently launched: https://t.co/sG3sDdPPYf

#FinanceDaily #FinanceNews #ETF #ETFs #ETP #POW #SolarPower #WindPower #MarketNews #BusinessNews @AdamPatti #StockMarketNews #Funds

[Citywire RIA @CitywireRIA]

After achieving profitability, $30bn GeoWealth eyes more hiring: https://t.co/kLf3aYI7Lv

[Crain's Chicago Business @CrainsChicago]

Goldman takes minority stake in Chicago fintech GeoWealth for $42.5 million https://t.co/pR1lyYDkyd

[Wealth Management @wealth_mgmt]

The turnkey asset management platform GeoWealth has expanded its 2025 Series C financing round with a $42.5 million minority investment from Goldman Sachs to support growth and provide shareholder liquidity. https://t.co/aH6bfvXaiN

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

GeoWealth Extends Series C Round With $42.5 Million Strategic Investment From Goldman Sachs - https://t.co/dXWuVz4KYp

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Thank you to everyone who contributed to such a successful week at #SchwabIMPACT2025! Always our favorite event of the year, and this year was no exception.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth delivers customized UMAs, with the ability to combine public and private investments in one account. Together with our asset management partners, we enable single account implementation of multi-asset portfolios for HNW clients seeking personalization.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

The @t3techhub 2026 Advisory Technology Survey is now open! Share your feedback on the wealthtech, financial planning, and practice management software powering your firm. GeoWealth is featured in Questions 50 to 53. Start the survey now: https://t.co/iSrWGn1DCV

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth specializes in Unified Managed Accounts.

Schedule a demo to learn more.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

We're proud sponsors of #SchwabIMPACT2025! Stop by Booth #1808 on November 4-6 to say hello to Team GeoWealth.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth makes model portfolio rebalancing efficient and scalable.

Schedule a demo to learn more.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth offers risk scoring, investment proposals, and investment policy statements.

Schedule a demo to learn more.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth can handle your billing, trading, reporting, account aggregation, and more.

Schedule a demo to learn more.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth has established data and trading connectivity with most custodians.

Schedule a demo to learn more.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth updates our advisor platform every 6 weeks, delivering new features and functionality to RIAs on a recurring schedule.

Schedule a demo to learn more.

[GeoWealth Is The Advisor's TAMP @GeoWealthTech]

Did you know? ➡️ GeoWealth’s proprietary portfolio accounting system supports UMA and portfolio sleeves with ease.

Schedule a demo to learn more.

[Wealth Management @wealth_mgmt]

Congratulations @GeoWealthTech GeoWealth, winner of the TAMPS category of the 2025 Wealth Management Industry Awards! #Wealthies