# GeoWealth

> GeoWealth combines proprietary portfolio technology, investment models and outsourced operations for U.S. registered investment advisors. Advisors can use their own models, third-party strategies or combinations, with public and private investments supported within a unified managed account. The platform also handles trading, billing, reconciliation and reporting.

- **Founded:** 2010
- **Headquarters:** Chicago, United States
- **Founders:** Michael O’Shaughnessy (Co-founder and Chairman)
- **Products:** Advisor technology platform, Portfolio solutions and UMA, Model Marketplace, Private Model Marketplace, Outsourced operations and advisor support
- **Notable:** Acquired First Ascent Asset Management in March 2023; the announcement reported over $20 billion in combined platform assets., Acquired Freedom Advisors’ TAMP assets as part of the 2025 financing use of proceeds., Won the TAMP category in the 2023 and 2025 WealthManagement.com Industry Awards.

## Products & services

- **Advisor technology platform** — Proprietary dashboard, household views, reporting, service requests, custom home-office workflows and branded client portals and mobile apps.
- **Portfolio solutions and UMA** — Advisor-managed, proprietary and third-party models; sleeve-level accounting supports multiple strategies and public and private investments in one account.
- **Model Marketplace** — More than 750 third-party model portfolios, with strategy due diligence and monitoring by the investment team.
- **Private Model Marketplace** — Managed private-fund models with rebalancing and cash management; integrates iCapital subscription workflows for applicable funds.
- **Outsourced operations and advisor support** — Trading, reconciliation, aggregation, billing and performance reporting, plus relationship management and training.
- **Tax overlay tools** — Tax-loss harvesting and tax transition capabilities; results depend on account data, prices and custodian methods.

## Achievements

- Acquired First Ascent Asset Management in March 2023; the announcement reported over $20 billion in combined platform assets.
- Acquired Freedom Advisors’ TAMP assets as part of the 2025 financing use of proceeds.
- Won the TAMP category in the 2023 and 2025 WealthManagement.com Industry Awards.
- Named in Search Chain Partners’ Top 50 Firms to Work for in Wealthtech in July 2026.

## Latest updates

- **2026-07** — Named in Search Chain Partners’ Top 50 Firms to Work for in Wealthtech.
- **2026-03** — Goldman Sachs invested $42.5 million in an extended Series C; Globe Resources retained majority ownership and Bryon Lake joined the board.
- **2025-11** — Launched Private Model Marketplace with Apollo, BlackRock, Goldman Sachs Asset Management and J.P. Morgan Asset Management models.
- **2025-10** — Announced expanded public-private custom-model capabilities with J.P. Morgan Asset Management.

## Links

- Website: https://geowealth.com/
- LinkedIn: https://www.linkedin.com/company/geowealth/
- Twitter/X: https://twitter.com/GeoWealthTech
- Facebook: https://facebook.com/people/GeoWealth/100069757146092/

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Profile page: https://yespress.io/geowealth
Published by YesPress — https://yespress.io
Last updated: 2026-10-15