2024 Wealthies Finalists

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), announced today that it has been named a Finalist for two WealthManagement.com 2024 Industry Awards, also known as the "Wealthies." GeoWealth has been nominated for the second consecutive year for Turnkey Asset Management Platform (TAMP) category and this year picked up a new nomination for TAMP Model Marketplace category.

GeoWealth has significantly broadened investment options available via its model marketplace and custom UMA program. This expansion underscores the company's commitment to providing registered investment advisors (RIAs) with more choice and flexibility. GeoWealth's model marketplace now offers over 700 models from more than 70 asset managers, along with a managed unified managed account (UMA) program that provides white-labeled investment solutions and content to clients at no extra cost.

"We are offering more investment options than ever before - and we're just getting started," said Jen Wing, GeoWealth's Head of Investment Solutions. "Clients want access to a diverse range of investment strategies, including direct indexing equity separately managed accounts (SMAs), fixed income SMAs, and options SMAs. GeoWealth's technology platform enables seamless access to these solutions, whether that's via our model marketplace or our custom UMA program."

GeoWealth was named TAMP of the Year in the 2023 Wealthies, making this their second year to be shortlisted by WealthManagement.com as a top turnkey platform. The firm recently saw a 45 percent year-over-year growth rate, surpassing $28 billion in platform assets. The platform is continually updated and expanded to address the challenges faced by advisors. A few recent examples include partnering with Axos Advisor Services thereby bringing another custodian option forward for advisors, partnering with iCapital to improve reporting on alternative asset classes, and partnering with BlackRock to offer custom models featuring simplified access to private markets.

"To be named the 2023 TAMP of the Year by WealthManagement.com was already such an honor, we're thrilled to be nominated again this year" said Colin Falls, CEO of GeoWealth. "These two nominations are a testament to our continued focus on innovating in the TAMP space - always working to deliver great access and flexibility to investment advisors."

Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 5th.

You can see the list of all 2024 Finalists here: https://informaconnect.com/wealth-management-industry-awards/2024-finalists/

You can read about the awards categories and criteria here: https://informaconnect.com/wealth-management-industry-awards/2024-award-categories/