GeoWealth

It's FAQ Friday! Each Friday, we'll answer the questions that we hear most often from investment advisors. This week, let's explore how GeoWealth's open architecture provides flexibility and choice to investment advisors. Do you have questions for us? Drop them in the comments, or head over to our website and submit your question here: https://hubs.la/Q04cmLHY0

WE’RE HIRING! 💥 The Technical Product Manager for Integrations is responsible for the strategy, delivery, and ongoing ownership of GeoWealth’s platform integrations. This includes identity & SSO integrations, API development & maintenance, and other third‑party or enterprise systems that are core to advisor onboarding, account servicing, and operational workflows. The role owns product direction for integration‑driven platform changes and works closely with Engineering, Architecture, Compliance, and Enterprise Services. 📍 Chicago or Oak Brook, IL 📆 Hybrid In-office Schedule ⭐️ Salary & Comprehensive Benefits Learn more & apply 👉 https://lnkd.in/dV-EKPhQ #chicagotech #chicagojobs #financejobs #fintech #fintechjobs #hiring #hiringnow #hiringalert

Tomorrow at The Private Markets Forum's 2026 Private Wealth Infrastructure Summit, GeoWealth's CIO, Jen Wing, will be joining the panel, "The Execution Gap: Public and Private in One Account." Private markets are flowing into managed accounts. But translating a model portfolio that includes alternatives into executed trades - across accounts, asset types, and liquidity profiles - requires infrastructure most platforms weren’t built for. This panel compares what works, what breaks, and what it actually costs. Curious how GeoWealth can enable your firm to bring public and private markets exposures together in one model portfolio? Request a demo of our platform to explore solutions for your RIA.

It's FAQ Friday! Each Friday, we'll answer the questions that we hear most often from investment advisors. This week, let's talk about advisor-managed models and home office models. The bottom line: we're open architecture and support the combination of multiple investment vehicles to create a custom model, which you can manage via our platform. Do you have questions for us? Drop them in the comments, or head over to our website and submit your question here: https://hubs.la/Q04cmFgk0

Streamlined transitions into model portfolios and UMAs. Ongoing, systematic tax-loss harvesting across the entire year. And more. 👉 Explore how GeoWealth’s tax-aware tools can help you make smarter tax moves: https://lnkd.in/esDNfPJq

WE’RE HIRING! 💥 The Senior Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player. 📍 Chicago or Oak Brook, IL 📆 Hybrid In-office Schedule ⭐️ Salary & Comprehensive Benefits Learn more & apply 👉 https://lnkd.in/e9Ntezz8 #chicagotech #chicagojobs #financejobs #fintech #fintechjobs #hiring #hiringnow #hiringalert

Another huge showing by Team GeoWealth for the J.P. Morgan Corporate Challenge! 2026 just may have been the best one yet.

It's FAQ Friday! Each Friday, we'll answer the questions that we hear most often from investment advisors. This week, let's talk branding. GeoWealth white-labels our advisor portal, client portal, and mobile app experience to your brand. Your logo and color palette are in the spotlight, not ours. Do you have questions for us? Drop them in the comments, or head over to our website and submit your question here: https://hubs.la/Q04cm8c_0

Thank you to Goldman Sachs for the conversations and connectivity at this week's RIA Professional Investor Forum. GeoWealth's CEO Colin Falls joined the panel, "Beyond Efficiency: Model Portfolios as an Enterprise Growth Driver." Thank you to Gregory Weiss for chairing the discission with Daryl Seaton (Sowell Management) and Timothy Braude FSA, CFA. Goldman Sachs Asset Management, in partnership with GeoWealth, offers a total portfolio solution that enables RIAs to personalize HNW portfolios in a single account – freeing up time to focus on financial planning and building client relationships. Learn more and request access here: https://bit.ly/4w7F1yt

We'll be at The Private Markets Forum 2026 Private Wealth Infrastructure Summit in New York on May 28. GeoWealth's CIO, Jen Wing, will be joining the panel, "The Execution Gap: Public and Private in One Account." Private markets are flowing into managed accounts. But translating a model portfolio that includes alternatives into executed trades - across accounts, asset types, and liquidity profiles - requires infrastructure most platforms weren’t built for. This panel compares what works, what breaks, and what it actually costs. Curious how GeoWealth can enable your firm to bring public and private markets exposures together in one model portfolio? Request a demo of our platform to explore solutions for your RIA.