Articles from GeoWealth

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today introduced its Private Model Marketplace, an industry leading solution redefining how registered investment advisors (RIAs) integrate private markets into client portfolios. Leveraging GeoWealth’s unified managed account (UMA) technology, advisors can build fully managed custom models or leverage pre-built models constructed by Apollo, BlackRock, Goldman Sachs Asset Management and J.P. Morgan Asset Management.

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced that it has raised a $38 million Series C funding round led by Apollo (NYSE: APO). In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for registered investment advisors (RIAs).

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced that it has closed a $18 million growth investment led by BlackRock (NYSE: BLK). GeoWealth will use the funding to support the continued development of offerings that enable advisors to meet client demand for access to an increasingly broad range of asset types in a unified account. Kayne Anderson Growth Capital, the dedicated growth capital strategy of Kayne Anderson, which led GeoWealth’s Series B funding in 2021, participated in the round, as did J.P. Morgan Asset Management, a strategic investor in GeoWealth since 2018.

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced that it has exceeded $28 billion in platform assets as of December 31, 2023, signifying a 45 percent year-over-year growth rate. The significant increase in assets is supported by an increase in accounts to more than 180,000. This recent growth underscores GeoWealth’s commitment to serving firms of all sizes and structures, from emerging, independent registered investment advisors (RIAs) to large enterprises.

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced today that it has won a WealthManagement.com 2023 Industry Award (“Wealthie”) in the TAMPs category. The modern TAMP won its first Wealthie in a year when its platform assets reached $20 billion. During this period, GeoWealth also orchestrated several strategic initiatives designed to benefit the registered investment advisor (RIA) community.

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced a new partnership with Halo Investing, an award-winning platform for protective investments. As a result, GeoWealth delivers a new-to-market capability, offering customizable structured note portfolios as a component of a Unified Managed Account (UMA). With access to Halo’s easy-to-use structured notes tool, Registered Investment Advisors (RIAs) can more efficiently deploy and manage structured note exposure to client portfolios and model programs.

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced its acquisition of First Ascent Asset Management (“First Ascent”). This acquisition empowers GeoWealth to serve growth-minded registered investment advisors (RIAs) of all sizes with a robust, full-service TAMP platform and enhances its position as a leading enterprise technology solution.

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its model marketplace, increasing its vetted manager menu by over 200 percent.

GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced a strategic partnership with 55ip, the technology platform designed to deliver personalized tax management for independent advisors (RIAs).

GeoWealth, a modern turnkey asset management program (TAMP) built to support advisors, today announced the hiring of its new Head of Asset Management, Jen Wing. Bringing a breadth of commercial and technical investment management experience to GeoWealth, Wing will play a critical role in shaping the firm’s flexible, outsourced model management program that supports both advisor-managed and third-party models.

GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced the hiring of Steve Miller, CFP®, Blaise Santiago, and Bryan Watson to serve as VP, Business Development in their respective territories, while John Starnes, was appointed VP, Business Development, in August 2021. Led by Scott Silverman, CIMA®, SVP, GeoWealth’s Head of Distribution, the firm expands national reach to maintain momentum and continue solving for the investment management, enterprise technology and operational challenges of modern RIAs.

GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, today announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth private equity group of Kayne Anderson Capital Advisors, with a follow-on investment from J.P. Morgan Asset Management, a strategic investor in GeoWealth since 2018.

GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, today announces the availability of Franklin Templeton Model Portfolios, on its platform. GeoWealth’s open-architecture platform supports both advisor-managed and third-party model portfolios, enabling RIAs to achieve and maintain scale while delivering custom solutions to investors.

GeoWealth, a modern turnkey asset management program (TAMP) built by advisors for advisors, is pleased to introduce new features of its new Advisor Service Center, which first launched in early 2020. Additional improvements include updates to its Model Center and the roll-out of automated account opening for RIAs who custody with Schwab Advisor Services. The enhancements to GeoWealth’s fully integrated, purpose-built platform are part of its commitment to providing independent, entrepreneurial advisors with a cost-efficient, customizable, and flexible solution to meet their individual needs.

GeoWealth, a TAMP built specifically for Registered Investment Advisors (RIAs) with $15B in platform assets and north of $6B in AUM, is pleased to announce that Global X, a New York-based provider of ETFs owned by Mirae Asset Global Investments Co., Ltd., has experienced a 350+% CAGR in its ETF model portfolios available on the GeoWealth platform over the past two and a half years. The partnership has been a key component in Global X’s delivery of ETF model portfolios to the US RIA space and helped the firm expand the adoption of its models, developed and maintained by Chief Investment Officer Jon Maier.