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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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AllCompaniesPeopleStoriesProducts
Company
GeoWealth: Make room for the advisor.
Fintech · Saas · Enterprise

GeoWealth: Make room for the advisor.

The investment portfolio gets the attention. GeoWealth is betting that the less glamorous work behind it - accounting, trading and paperwork - is where an advisory firm wins back its time.

wealthtech · turnkey-asset-managementRead →
Legend
Colin Falls and the Long Arc from Three-Point Line to Bottom Line
Executive · Operator · Athlete

Colin Falls and the Long Arc from Three-Point Line to Bottom Line

A record-setting Notre Dame shooter found his second game in the machinery behind financial advice. At GeoWealth, patience, repetition and an eye for the open shot became a strategy for building wealth technology.

colin-falls · geowealthRead →
Company
Orion Built a $6 Trillion Control Room - Now Advisors Have to Learn Every Switch
Fintech · Saas · Enterprise

Orion Built a $6 Trillion Control Room - Now Advisors Have to Learn Every Switch

The Omaha wealthtech company spent 27 years turning portfolio accounting into an advisor operating system. Its scale is the pitch; making all those acquired parts feel like one product is the test.

wealthtech · financial-advisor-softwareRead →