GeoWealth Is The Advisor's TAMP

GeoWealth in @FundFire: Firms Race to Overcome Tech Hurdles for Alts in Model Portfolios bit.ly/4pnKRJl Fintech providers are developing UMA platforms and distributed ledgers to trade and rebalance model portfolios with private market investments @icapitalnetwork

📱 Access your Household and Client data on the go with the GeoWealth Mobile App: bit.ly/44ft6Cb

Curious to learn about #taxlossharvesting or tech-enabled transitions into model portfolios? We're inviting financial advisors to join this webinar to see our tax overlay tools in action. Learn more and register here: linkedin.com/event/manage/7…

Goldman Sachs Buys $42.5 Million Minority Stake in GeoWealth. Here’s Why. bit.ly/4rKCcQy

Goldman Sachs takes board seat at Chicago wealth tech firm with $42.5M investment. Learn more here. bizjournals.com/chicago/news/2…

GeoWealth launches public-private portfolio marketplace: GeoWealth launched its Private Model Marketplace this week as the largest alternative asset managers... dlvr.it/TP7sdt #AlternativeInvestments

The @VistaSharesX ETF company and $POW are mentioned in this industry roundup of innovative new ETFs recently launched: wealthsolutionsreport.com/investments-ro… #FinanceDaily #FinanceNews #ETF #ETFs #ETP #POW #SolarPower #WindPower #MarketNews #BusinessNews @AdamPatti #StockMarketNews #Funds

After achieving profitability, $30bn GeoWealth eyes more hiring: citywire.com/ria/news/after…

Goldman takes minority stake in Chicago fintech GeoWealth for $42.5 million #Echobox=1773935095" target="_blank" rel="nofollow noopener">chicagobusiness.com/banking-financ…

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. spr.ly/6017B6nP5R

GeoWealth Extends Series C Round With $42.5 Million Strategic Investment From Goldman Sachs - businesswire.com/news/home/2026…

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.