Company profile
GeoWealth
We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo.
- Industry
- Financial Services
- Employees
- 145
- Headquarters
- Chicago, IL
- Founded
- 2010
- LinkedIn followers
- 10,940
- Office locations
- 1
GeoWealth company summary
GeoWealth is a company in the Financial Services industry, headquartered in Chicago, IL, founded in 2010. On LinkedIn the company has around 145 employees and 10,940 followers. Its listed specialties include Financial Technology & Services, Portfolio Construction & Management, Investment Strategies, Back Office, Billing.
What technology does GeoWealth use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About GeoWealth
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 endorsements or testimonials. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. 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 Policies & Terms here: https://geowealth.com/policies/
Specialties
Where is GeoWealth located?
GeoWealth lists 1 location.
Compare companies similar to GeoWealth
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
GeoWealth geowealth.com | Financial Services | 145 | 2010 | Chicago, IL |
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 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about GeoWealth
What does GeoWealth do?
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 endorsements or testimonials. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. 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 Policies & Terms here: https://geowealth.com/policies/
How many employees does GeoWealth have?
GeoWealth has around 145 employees on LinkedIn.
Where is GeoWealth headquartered?
GeoWealth is headquartered in Chicago, IL.
When was GeoWealth founded?
GeoWealth was founded in 2010.
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