GeoWealth, LLC Stock
GeoWealth is an end-to-end technology platform and turnkey model marketplace.
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About GeoWealth, LLC Stock
GeoWealth is a leading investment advisory firm that provides a comprehensive and fully integrated wealth management technology platform in addition to its institutional-caliber portfolio management solutions. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with invaluable knowledge of different stages of the wealth management industry coupled with rich experience in various roles on Wall Street. Their customizable open-architecture platform and their proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. GeoWealth takes pride in the way they serve their clients with the flexibility and know-how to customize a comprehensive solution according to an investment advisor’s unique requirements. By avoiding legacy systems and bolted together technologies, they have created a platform in which all aspects of the wealth management lifecycle are seamlessly addressed and accessed from a single user interface. The wealth management industry has changed and will continue to progress with innovative platforms and technologies. They look forward to helping you utilize and leverage their technology to grow your business and provide your clients with a cutting edge and sophisticated solution.
Investors
J.P. Morgan
Magic Leap, Avant, Jawbone, AUTO1 Group, FreshDirect, Machine Zone, AppDirect, Figure, One Medical, Pico
Funding History
November 2021 | $19.0M |
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Management
President
Colin Falls
EVP, Chief Operating Officer
Jack Hannah
SVP, Chief Digital Officer
Christopher Daly
SVP, Chief Technology Officer
Colin Ruthven
SVP, Product & Innovation
Dimitar Hristov
SVP, Chief Investment Officer
Ivo Ivanov
SVP, Head of Engineering
Nikolay Ivanchev
SVP, Head of Operations
Justin Farmer
Independent Director
Bob Herrmann
Press
finance - Apr, 11 2024
GeoWealth's Jen Wing Pinpoints How Advisors Use ETFs.businesswire - Feb, 19 2024
GeoWealth Has Record 2023, Surpassing $28 Billion in Platform Assetsbusinesswire - Feb, 19 2024
GeoWealth Wins First “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2023 Industry Awardsmarketbeat - Jan, 20 2024
Short Interest in The Walt Disney Company (NYSE:DIS ...thinkadvisor - Jan, 20 2024
LUMINARIES 2023 Finalists: Financial & Investment ...