GeoWealth

GeoWealth is a privately held company located in Chicago, Illinois, with 102 employees and annual revenue of $16.5 million. The company operates as a Turnkey Asset Management Platform (TAMP) specifically designed to serve Registered Investment Advisors (RIAs). GeoWealth provides a comprehensive suite of wealth management technology solutions, combining an integrated advisor tech platform with investment strategies. Their customizable, open-architecture platform caters to a variety of advisor needs, encompassing investment strategies, client management tools, and reporting features. GeoWealth's aim is to empower advisors to enhance efficiency and accelerate their business growth. GeoWealth distinguishes itself by offering award-winning technology tailored to the specific requirements of RIAs. Their platform combines best-in-class investment solutions with a comprehensive advisor technology suite, aiming to streamline workflows and enhance advisor productivity. Interested parties can learn more about GeoWealth's solutions and schedule a demonstration by visiting their website at geowealth.com.