GeoWealth, LLC is a financial technology and investment advisory firm offering a comprehensive, cloud-based wealth management platform. Founded in 2010, the company operates as a Turnkey Asset Management Platform (TAMP), providing Registered Investment Advisors (RIAs) with an integrated, open-architecture solution for portfolio management, trading, performance reporting, and back-office administration. GeoWealth's mission is to empower financial advisors by delivering flexible technology and investment solutions that help them scale their business, increase efficiency, and better serve their clients.

Founded in

United States