GeoWealth

👋 Hey Chicago fintech folks! Want to help us deliver innovative tech-enabled investment solutions for financial advisors? We're looking for creative and motivated people to join our product and client-facing teams. APPLY FOR THESE OPEN ROLES: 👉 Associate Product Manager: https://lnkd.in/g_cjnzBs 👉 Client Services Associate – Enterprise Clients: https://lnkd.in/g5Kz_qB9 👉 RIA Strategic Consultant: https://lnkd.in/ga_9BUpm 👉 Product Marketing Associate: https://lnkd.in/gdaNjgXb GeoWealth is: 🏆 An award-winning turnkey asset management platform 🎯 Building the new generation of wealthtech solutions for RIAs 🌟 A high energy team that puts people and culture first 🌱 An environment that fosters learning and growth P.S. GeoWealth has been consistently ranked as one of the Best Places to Work in Chicago by Purpose Jobs and Built In Chicago. 🏆 Come see what we're all about: https://lnkd.in/dpTjCNC7 #chicagotech #chicagojobs #fintech #fintechjobs #hiring #hiringnow #hiringalert #financejobs #bestplacestowork

GeoWealth is a proud sponsor of iCapital's inaugural #iCapitalCONNECT2025 in Phoenix on March 24-26 🌵 Swing by our kiosk to chat with Jack Hannah (President & COO), Josh Hagar (Enterprise & Partnerships), and Jenna Peterson (Head of Strategic Consulting). Attending? Let us know! 📬

GeoWealth is featured in America's Best TAMPs 2025! Brendan Falls sat down with The Wealth Advisor to discuss how tech-enablement unlocks scale for RIAs, what product innovations we're most excited to roll out this year, and why advisors are seeking to incorporate private markets assets into HNW portfolios. ▶️🎞 Watch full interview here: https://bit.ly/3F6FAmm. Quick Quote: 💬 "GeoWealth’s evolution reflects broader industry trends toward greater customization and scalability in investment management. By combining robust technology infrastructure with strategic partnerships and innovative solutions such as alternatives in UMAs, the company is positioning itself to serve advisors across multiple market segments. The platform’s ability to support both mass affluent and high-net-worth strategies while maintaining operational efficiency suggests that TAMPs will continue to play an increasingly important role in the wealth management industry’s future. For financial advisors considering platform options, GeoWealth’s approach offers a compelling combination of customization capabilities, operational efficiency, and scalability. As the industry continues to evolve, the ability to serve diverse client needs while maintaining operational efficiency will likely become increasingly important for advisory firms of all sizes."

We're off to Miami in just 10 days! ✈️🌴 Jen Wing will be at Future Proof Citywide along with 2,500 innovators forging the new frontier of investing. If you'll be on the boardwalk, be sure to join Jen's panel, "Personalization at Scale" to learn about how your RIA can deliver custom models that integrate semi-private market solutions alongside traditional public investments. You can catch her on stage on Monday, March 17 at 1:30 on the Lummus Park Stage.

The people have spoken and the results are in! ✨ GeoWealth is the highest-rated Online Portfolio Management solution according to the 2025 Software Survey from T3 Technology Tools for Today and Bob Veres Inside Information. The report was unveiled yesterday at #T32025, you can read it here: https://lnkd.in/gw8Kb_bC. Thank you to all advisors who shared their voice and completed this year's survey. NOTE: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization. #financialadvisors #wealthmanagement #wealthtech #fintech #advisortech #advisorsoftware

🎥 Behind the scenes of Brendan Falls' interview with RIA Channel at T3 Technology Tools for Today #T32025

Tomorrow, GeoWealth's Chief Growth Officer, Brendan Falls, will be speaking at #T32025 in Landmark Ballroom AB at 10 AM. Join him and Michael Doniger of iCapital as they discuss the newest frontier of portfolio diversification: bringing traditional public investments together with private market investments in a single unified managed account (UMA). To deliver customizable allocations to high-net-worth clients, more RIAs are seeking to combine traditional ETFs and mutual funds alongside historically harder to access investments, such as semi-liquid alternatives, fixed income SMAs, and direct indexing products. Through recent technology innovations from platforms like GeoWealth, it's now possible to tap into unique portfolio designs that bridge the public and private investment universes. If you're looking to deliver #alts to your clients in 2025, you won't want to miss this panel at this week's T3 Technology Tools for Today conference.

LISTEN UP 🎙️ You don't want miss Jen Wing on the ⚡ PRess Play Podcast ⚡ hosted by StreetCred PR's very own Elena Krasnow and Jimmy Moock. The show is broken into two segments: 𝐏𝐑𝐞𝐬𝐬, where they dive into all the hard news about Jen's life and professional goals, and then 𝐏𝐥𝐚𝐲, where they cover the fun stuff, including a hard-hitting dive into hard boiled egg techniques and her childhood dream of being a detective. These two PR pros talk with GeoWealth's CIO as she shares her pathway from a log cabin in Connecticut, to a 15-year stint at J.P. Morgan, to her "dream job at GeoWealth" delivering fintech solutions for RIAs. Plus she gives listeners the inside scoop on how GeoWealth’s technology has helped create the ‘easy button’ for advisors to build custom portfolios at scale, combining multiple types of public and private investment solutions within a single account. 🎧 Catch the conversation here: https://bit.ly/4h9B9o7 #podcast #womeninfinance #fintech #wealthmanagement #TAMP #wealthtech #careerjourney #publicrelations

Purpose Jobs says GeoWealth is one of Chicago's Best Places to Work. And guess what? We're hiring! Explore open roles and apply today: https://lnkd.in/dpTjCNC7 We want to meet talented and passionate fintech folks looking for their next adventure. If that sounds like you - or someone you know - let's chat! Open positions include product management, product marketing, investment operations, client service, and more.

We're headed to Dallas today for the T3 Technology Tools for Today Conference! Swing by Booth #911 to chat with Brendan Falls, Josh Hagar, and Mac MacKillop. They'll be running demos of our turnkey asset management platform, discussing the benefits of a models-based practice, and sharing tips for RIAs looking to scale their practice through tech-enablement. You can always email us at [email protected] to arrange a meeting. Plus, Brendan Falls will be participating in a panel discussion on Thursday, March 6 at 10:05AM. Join him and Michael Doniger of iCapital for "Next Gen Portfolio Diversification – Enabling Public/Private Portfolios Through UMAs." #T32025 #wealthtech #fintech | Joel Bruckenstein | Bob Veres