We had an absolute blast in NYC at the 10th Annual WealthManagement.com Industry Awards. It was an honor to cheer on our many friends and fellow nominees. Congrats to all the #Wealthies winners, thank you for continuing to drive our industry forward. 🏆
GeoWealth
Financial Services
Chicago, IL 4,678 followers
We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo.
About us
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). We are an award-winning provider of wealth management technology; combining a comprehensive and fully-integrated advisor tech suite with best-in-class investment solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite. DISCLOSURE: Content posted to the GeoWealth LinkedIn account is intended for general information and educational purposes only. Any comments posted in response to content that is published by GeoWealth on LinkedIn are not to be construed as an endorsement or testimonial of any product or service. We do not compensate people to provide an endorsements or testimonials. Content posted here is intended for investment professionals. Content posted is not investment advice and is for informational purposes only. It is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product. View our Privacy Policy here: https://geowealth.com/website-privacy-policy/.
- Website
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http://www.geowealth.com
External link for GeoWealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, IL
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Financial Technology & Services, Portfolio Construction & Management, Investment Strategies, and Back Office
Products
Turnkey Asset Management Platform (TAMP)
Investment Portfolio Management Software
GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 2,000 independent advisors with $28 billion in platform assets as of December 31, 2023. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and minimize mid- and back-office responsibilities, while the customizable, open-architecture platform accelerates advisor growth and maximizes the value they deliver to clients.
Locations
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Primary
444 N. Michigan
Suite 3150
Chicago, IL 60611, US
Employees at GeoWealth
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Desislava Petrova
Product Design, UI/ux design
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Clifford Schoeman
CPO that builds solutions to bridge the gap between wealth management, clients, advisors and technology. Leveraging investment knowledge, product…
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Evan Lieberman
SVP, Head of Operations and CCO at GeoWealth
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Hristo Ganev
Director of Development and Project Delivery at GeoWealth
Updates
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We've got an action-packed travel schedule this fall! ✈️ Will we see you at any of these events? 🗽 Tomorrow, we'll be in NYC as WealthManagement.com announces their 2024 Industry Award Winners. We are finalists in the TAMP category and the TAMP Model Marketplace category. 🌴 September 15-18: We'll be soaking up the sunshine on the boardwalk in Huntington Beach, CA during Future Proof Festival. 🌤 October 14-16: We'll be in Destin, FL for OneAscent's 2024 Advisor Summit. ✳️ October 15-17: We'll be in Minneapolis, MN for the 10th anniversary of #XYPNLIVE hosted by XYPN. 🚎 November 19-21: Wrapping up our 2024 conference schedule, we'll be in San Francisco for the Schwab #IMPACT2024.
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We're serving thousands of advisors across the country, empowering them to improve their daily operations and find greater scale. Hear stories of how our clients were able to leverage turnkey solutions to find more efficiency and meaningful cost savings for their RIA: https://bit.ly/3PD6ViB Disclosure: Case studies are provided for illustrative purposes only and are meant to provide an example of GeoWealth’s process and methodology. There can be no assurance that GeoWealth will be able to achieve similar results in comparable situations. No portion of the case study is to be interpreted as a testimonial or endorsement of GeoWealth’s investment advisory services.
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This Thursday, we'll be at the 2024 WealthManagement.com Industry Awards Gala in New York as winners are announced! Following a win last year, GeoWealth has been nominated for the second consecutive year for the Turnkey Asset Management Platform (TAMP) category, and this year picked up a new nomination for the TAMP Model Marketplace category. Looking forward to connecting with some of the industry's best 🥂🍾✨ Head over to WealthManagement's website to see the full list of finalists and learn more about the awards categories.
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BIG things happen when this group gets together! 💥 Couldn’t be more excited for our continued collaboration and partnership. Thank you Sowell Management!
We were thrilled to host our friends from GeoWealth, Jack Hannah, President/COO, and Cliff Schoeman, CPO, at our HQ. 🗺️ 🧭 We worked on our shared road map this week and we are excited about the future of our continued partnership! #SowellSuccess #Freedom #Growth #Partnership
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We are committed to serving firms of all sizes and structures, from emerging, independent RIAs to large enterprises. By leveraging our proprietary platform you can unlock value and scale faster by offloading back-office work such as trading, billing, reporting, model implementation, investment due diligence, and more. Get to know the modern TAMP for RIAs: https://bit.ly/3AfYcO3
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Last night, GeoWealth was recognized as one of Chicago's "Burning Hot" technology companies at the Chicago Inno Fire Awards! 🏆🔥 It's an honor to be named alongside 50 other innovators setting Chicago's growing tech scene ablaze. 📸 Katie Genaze (Bomher) & Lindsey Ruderman (Repp), CIMA® Thank you Chicago Business Journal, Alex Zorn, TechNexus Venture Collaborative!
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🔥🔥 We're Burning Hot! 🔥🔥 Looking forward to the Chicago Inno Fire Awards next Tuesday! 🏆
These are the #Chicago companies and people you need to have on your radar...Meet the 10th class of Chicago Inno Fire Award honorees: https://lnkd.in/g7t_2EDx The companies on this year's list range from early-stage startups that are already making a name for themselves to those ready for the late stage of their startup journey. We will announce the Blazer winners — the top firms in each category — at the Fire Awards' triumphant return to an in-person event on Aug. 27. In the meantime, check out the 50 companies and organizations that have made big headlines this past year. Register: https://lnkd.in/gbxHr7Ax #fireawards #chicagoinnofire #chicagoinno #startups #founders #chicagostartups #funding #invescoqqq Tempus AI Eric Lefkofsky Tegus ShipBob Relativity Kin Insurance Augmedics Andrew Bluestein Jason Pritzker Meghan (Doyle) Dawson Benjamin Seidman Jennifer Fried Mark Hanson Chris Gladwin Ocient Daniel Muller Andrew Gostine, MD, MBA Ben Weiss Marc Yoskowitz Colin Falls Matt McKinney Joanne Rodriguez, LEED AP, FitWel Amb, CDT Anna Lisa Somera Alaina Harkness Alex Zorn Jim Dallke Invesco US TechNexus Venture Collaborative Allison Lechnir Manu Edakara Glen Tullman The Garage at Northwestern University Cube Group, Inc. Azul 3D, Inc LanzaJet Hallow Nucleai Cooley LLP Taylor Kinsella
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In honor of National Nonprofit Day on August 17th, we're kicking off our Summer 2024 Week of Giving campaign. Each day this week, we're highlighting GeoWealth employees who are committed to causes that make their communities a better place to live and work, and we invite you to make a donation alongside our corporate pledge. GeoWealth's José Maldonado is proud to spotlight Lydia Home Association, a nonprofit offering children hope, healing, and homes. LYDIA is based in the Northwest side of Chicago and serves those at-risk by providing a continuum of services with the aim of improving children’s lives and restoring families through counseling, foster care, and treatment. Join José in his support of happier and healthier children and families: https://www.lydiahome.org/
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We are proud sponsors of #XYPNLIVE2024! We're looking forward to joining XYPN for the 10th Anniversary of LIVE in Minneapolis, MN on October 15-17. Drop us a note if you would like to schedule a demo or meeting with Brendan Falls or Mac MacKillop during the conference!
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