GeoWealth

GeoWealth is a financial technology and turnkey asset management platform (TAMP) designed to serve investment advisors and institutional investors. Operating in the financial services market, GeoWealth provides a comprehensive suite of technology solutions and outsourced services aimed at maximizing wealth, improving practice efficiency, and strengthening the bottom line for advisors. The platform offers robust reporting tools, daily data processing from custodians, and customizable solutions tailored to the unique needs of each advisory practice, regardless of size or structure. GeoWealth's business model revolves around providing these technology and asset management services, generating revenue through subscription fees and service charges. The company is headquartered in Chicago and employs a team of 100 fintech professionals dedicated to building tools that modern Registered Investment Advisors (RIAs) deserve.

Keywords: financial technology, TAMP, investment advisors, institutional investors, wealth management, practice efficiency, reporting tools, data processing, customizable solutions, fintech professionals.