Vendor
GeoWealth
GeoWealth is a financial technology and Turnkey Asset Management Platform (TAMP) that combines a comprehensive platform with portfolio solutions for investment advisors.
Chicago, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
GeoWealth
GeoWealth is a financial technology and Turnkey Asset Management Platform (TAMP) that combines a comprehensive platform with portfolio solutions for investment advisors.
Capability matrix
| Capability | GeoWealth |
|---|---|
| Online PMs / Robo Platforms | ● |
| TAMP Service Providers | ● |
Parent organization
GeoWealth
Founded
2015
Scale
1 sector presence