GeoWealth

GeoWealth runs a turnkey asset management program (TAMP) and technology platform for registered investment advisers. It combines advisor software, model portfolio management and outsourced back-office services on one platform. The company is based in Chicago, gives 2010 as its founding year and says it has 51 to 200 employees. Advisory services are offered through GeoWealth, LLC, an SEC-registered investment adviser.

Advisors use a portal with household and account views, a service center for sending one-off or recurring trade requests to GeoWealth's trading desk, a reporting center for performance statements and transaction summaries, and a white-labeled client portal and mobile app. On the investment side, GeoWealth supports advisor-managed models, its own in-house portfolios and a marketplace that it says holds more than 750 third-party model portfolios. Its unified managed account technology can hold public securities and semi-liquid private-market funds as sleeves in one account, and it offers tax-loss harvesting and tax-aware transitions.

GeoWealth lists Schwab, Fidelity, BNY Pershing, Raymond James, Axos Advisor Services and Goldman Sachs as supported custodians, and connects to iCapital, Pontera and ByAllAccounts. Apollo, BlackRock, J.P. Morgan Asset Management and Goldman Sachs hold non-controlling stakes in the company. GeoWealth acquired First Ascent Asset Management in March 2023. Pricing is quoted per firm.