GeoWealth is the RIA-centric TAMP that you’ve been seeking.


GeoWealth's platform offers you:

  • Completely integrated, intuitive technology

  • Turnkey, flexible investment solutions – advisor as PM, third-party marketplace, OCIO, etc.

  • High-touch back office support

Request a demo to see our platform in action. Fill out the form and our team will contact you to schedule an introductory call and demo.

 

You can watch this Speed Demo for a quick overview of our platform:

 

Schedule a Demo

GeoWealth has been featured in...

As Seen On