GeoWealth
Curated by SignalPortfolio management platform enhancing efficiency for Registered Investment Advisors.
Overview
GeoWealth is a portfolio management platform aimed at wealth managers, particularly Registered Investment Advisors (RIAs). The platform incorporates technology such as artificial intelligence and machine learning to assist in investment strategy optimization and client outcome improvement. It offers real-time analytics and integrates with custodians and trading platforms, enabling advisors to customize portfolios based on individual client profiles. GeoWealth's services include a Turnkey Asset Management Platform (TAMP), customizable open-architecture solutions, and support for trading and billing. This approach seeks to address the operational challenges faced by RIAs, allowing them to concentrate on client service and business development.
Key facts
- Founded
- 2010
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
10 rolesProduct Marketing Manager
Greater Chicago Area · On-site · Volunteer
Enterprise Services Associate
Chicago, IL · On-site · Volunteer
Senior Accountant
Sofia, Sofia City, Bulgaria · On-site · Volunteer
