2024 Luminaries Winner

GeoWealth Wins at 2024 ThinkAdvisor Luminaries Awards

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), was honored at the ThinkAdvisor 2024 Luminaries Awards, winning for Innovation in the TAMPs & Model Marketplaces category. Now in its fourth year, ThinkAdvisor's Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. Winners were announced at a gala hosted at Fontainebleau Las Vegas on December 11-12, 2024.

To earn this recognition, GeoWealth submitted to the ThinkAdvisor 2024 Luminaries Awards information about their new-to-market offering of Unified Managed Accounts (UMAs) that allow advisors to seamlessly access private markets investments alongside ETFs and Mutual Funds in a single account. GeoWealth is pioneering the concept of UMAs that seamlessly integrate private markets (alternatives) investments, direct indexing, and fixed-income SMAs alongside traditional ETFs and mutual funds. This caters to the growing demand from high-net-worth individuals for diversified, personalized, and tax-efficient investment strategies.

GeoWealth was recognized in the ThinkAdvisor 2023 Luminaries Awards in the Financial & Investment Innovation category, within the FinTech/TAMP Platforms group.

You can explore the full list of ThinkAdvisor 2024 Luminaries Awards Winners & Honorees here: https://event.thinkadvisor.com/luminaries-awards/2024-winners.

You can learn more about the ThinkAdvisor 2024 Luminaries Awards criteria here: https://event.thinkadvisor.com/luminaries-awards/criteria