ADVISOR DRIVEN, TECH ENABLED Our end-to-end technology platform and TAMP for RIAs ready to find efficiency and scale faster with tech-forward solutions.
Chicago, IL
Joined August 2019
- Tweets449
- Following176
- Followers240
- Likes416
GeoWealth retweeted
The best tech stack isn’t the one with the most tools. It’s the one where the tools work together.
We’ll unpack these ideas with leaders from @orionwealthtech, @GeoWealthTech, @Compound, @fpassociation, & Pontera. Don’t miss it: riverside.com/webinar/regist…
GeoWealth retweeted
From the @NYSE floor to the Closing Bell. 🔔
Daryl Seaton joined @GeoWealthTech CEO Colin Falls in New York for a panel discussion and time with advisors Don Zolfo and Matt McCoy.
Proud of the partnership and the relationships behind it.
#SowellManagement #GeoWealth #NYSE
GeoWealth retweeted
Join leaders from @orionwealthtech, @GeoWealthTech, Compound Planning, @FPA_MetroNY, & Pontera for a conversation about building a tech stack for the future of wealth management.
Save your seat: riverside.com/webinar/regist…
GeoWealth retweeted
4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of: #FASuccess Ep 499 With Ryan Townsley: kitc.es/4fKYnmP
My guest on today's #FASuccess podcast is Ryan Townsley, owner of Town Capital, an RIA based in Bel Air, Maryland, that oversees approximately $200 million in assets under management for 155 client households. What's unique about Ryan, though, is how he has grown his firm to $2 million of revenue largely as a solo (only recently making a new hire to provide planning support), in part by leveraging an AI-integrated tech stack and outsourcing tasks that he doesn't necessarily need to do himself.
#podcast #advisorpodcast
GeoWealth retweeted
Goldman Sachs Buys $42.5 Million Minority Stake in GeoWealth. Here’s Why. bit.ly/4rKCcQy
GeoWealth retweeted
Goldman Sachs takes board seat at Chicago wealth tech firm with $42.5M investment. Learn more here. bizjournals.com/chicago/news…
GeoWealth retweeted
GeoWealth launches public-private portfolio marketplace: GeoWealth launched its Private Model Marketplace this week as the largest alternative asset managers... dlvr.it/TP7sdt #AlternativeInvestments
GeoWealth retweeted
After achieving profitability, $30bn GeoWealth eyes more hiring: citywire.com/ria/news/after-…
GeoWealth retweeted
Goldman takes minority stake in Chicago fintech GeoWealth for $42.5 million chicagobusiness.com/banking-…
GeoWealth retweeted
The turnkey asset management platform GeoWealth has expanded its 2025 Series C financing round with a $42.5 million minority investment from Goldman Sachs to support growth and provide shareholder liquidity. spr.ly/6017B6nP5R
GeoWealth retweeted
Congratulations @GeoWealthTech GeoWealth, winner of the TAMPS category of the 2025 Wealth Management Industry Awards! #Wealthies
GeoWealth retweeted
💰NEWS: FUNDING💰
@GeoWealthTech has raised a $38 million Series C funding round led by @apolloglobal. In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for RIAs.
businesswire.com/news/home/2…
GeoWealth retweeted
🔥NEWS🔥
@GoldmanSachs Asset Management is now offering total portfolios of public and private investments in a single account for RIAs, in partnership with @GeoWealthTech and @icapitalnetwork.
am.gs.com/en-us/institutions…
GeoWealth retweeted
How do you bring private markets into unified managed account (UMA) structures seamlessly? Watch this Monthly Alts Pulse to learn about iCapital’s partnership with @GeoWealthTech and @BlackRock on the first solution to implement private assets through UMA: bit.ly/3Sa4hl7
GeoWealth retweeted
✨ In this episode of PRess Play: The @StreetCred_PR Podcast, hosts @elenaspeaking and @jimmymoock are joined by @wingyy, chief investment officer @GeoWealthTech. Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services from her seat at GeoWealth.
🎧: youtu.be/iTY-86dBuFQ
GeoWealth retweeted
That’s a wrap on the 2025 @Sowell_Mgmt Investment Symposium!
@SurfSandLaguna brought the views—our advisors + partners brought strategy, insight, and momentum.
Onward.
#SowellSymposium #AdvisorGrowth #OCIO #WealthManagement @rayliant @GoldmanSachs @GeoWealthTech @Forumre5280
GeoWealth retweeted
🚀NEWS: UMA TECHNOLOGY🚀
@BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio powered by @GeoWealthTech's proprietary UMA technology and supported by iCapital’s underlying technology capabilities.
businesswire.com/news/home/2…
GeoWealth retweeted
Today @BlackRock introduced a new investment platform that allows financial advisors to manage both public and private market assets within a single account: alternativeswatch.com/2025/0…
@icapitalnetwork @GeoWealthTech
GeoWealth retweeted
BlackRock has just gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account. This simplified access is made possible by @GeoWealthTech and @icapitalnetwork, and enables customizable access to private markets alongside public markets in a single account. Learn more: 1blk.co/4l1Va2P
GeoWealth retweeted
Jen Wing, CIO of GeoWealth, is shaping the future of ETF model portfolios and asset management while advocating for women's growing influence in wealth management and the ETF industry. See our latest feature of Women to Watch: pulse.ly/nq464ekkys
