GeoWealth Wins First “Wealthie”: Recognized as Leading TAMP at the WealthManagement.com 2023 Industry Awards

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced today that it has won a WealthManagement.com 2023 Industry Award (“Wealthie”) in the TAMPs category. The modern TAMP won its first Wealthie in a year when its platform assets reached $20 billion. During this period, GeoWealth also orchestrated several strategic initiatives designed to benefit the registered investment advisor (RIA) community.

“We’re humbled and honored to receive this prestigious award from WealthManagement.com,” said Colin Falls, President & CEO of GeoWealth. “In the competitive TAMP and enterprise technology platform marketplace, it's encouraging to know that our dedication to innovation and providing best-in-class service to our RIA clients isn’t going unnoticed. We deeply appreciate the time and effort put in by the WealthManagement.com staff and panel of judges who determined the winners. Our team is committed to continuous innovation, constantly evolving and developing flexible and customizable solutions to help advisors grow and scale their respective practices.”

This year was the first time that GeoWealth was recognized as both a Finalist and a Winner in the Wealthies. Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, individuals and organizations that support financial advisor success.

“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms like GeoWealth that serve the financial advisor community,” said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group — Informa Connect. “A record number of companies submitted nominations for the Wealthies in 2023. This year’s winners should be particularly proud of their outstanding achievement.”

To schedule a consultation to learn more about GeoWealth’s fully integrated platform following this recognition, please visit geowealth.com/contact-us.

You can read about the Wealthies Awards categories and criteria here: https://informaconnect.com/wealth-management-industry-awards/

You can see the list of all winning firms here: https://informaconnect.com/wealth-management-industry-awards/2023-finalists-and-winners/

About GeoWealth

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid- and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL. Visit us at geowealth.com and follow us on LinkedIn.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

About Informa

Informa PLC is a leading international business-to-business information services group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.

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