GeoWealth Is The Advisor's TAMP
@GeoWealthTech
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.
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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.
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.
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: bit.ly/4oAuSpv
Did you know? ➡️ GeoWealth specializes in Unified Managed Accounts. Schedule a demo to learn more.
We're proud sponsors of #SchwabIMPACT2025! Stop by Booth #1808 on November 4-6 to say hello to Team GeoWealth.
Did you know? ➡️ GeoWealth makes model portfolio rebalancing efficient and scalable. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth offers risk scoring, investment proposals, and investment policy statements. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth can handle your billing, trading, reporting, account aggregation, and more. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth has established data and trading connectivity with most custodians. Schedule a demo to learn more.
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.
Did you know? ➡️ GeoWealth’s proprietary portfolio accounting system supports UMA and portfolio sleeves with ease. Schedule a demo to learn more.
Congratulations @GeoWealthTech GeoWealth, winner of the TAMPS category of the 2025 Wealth Management Industry Awards! #Wealthies
Did you know? ➡️ GeoWealth ensures that every RIA client has a dedicated relationship manager to and through the TAMP onboarding process. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth allows Home Offices to design Custom Service Requests that make it easier for advisors to submit tickets and standardized communications to your Home Office team. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth has over 750 models, UMAs, and SMAs available for investment via our Model Marketplace. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth gives you real-time ticketing updates on your trading orders and account service requests. Schedule a demo to learn more.
Did you know? ➡️ GeoWealth makes it easy for RIAs to research, compare, and invest in model portfolios - UMAs, SMAs, and stock models. Schedule a demo to learn more.
💰NEWS: FUNDING💰 @GeoWealthTech has raised a $38 million Series C funding round led by @apolloglobal. In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for RIAs. businesswire.com/news/home/2025…
NEWS: GeoWealth Secures $38 Million in Series C Funding Led by Apollo bit.ly/3UfLhTc. 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.
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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