turnkey-asset-management
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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.
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.
WBI’s $1 Billion Day Was the Easy Part. Then It Had to Build the Advisor’s Operating System
WBI made its name by launching 10 active ETFs and attracting more than $1 billion in a day. Its harder, more revealing act is Cy - a platform built to turn an advisor’s paperwork, portfolio math and operational drag into one guided workflow.
Meixin (MX) Global
Meixin (MX) Global is a New York-based cross-border financial technology and wealth-management platform founded in 2015. It connects Asian wealth managers, independent advisors, private funds and family offices with a curated menu of global alternative investments - real estate debt and preferred equity, hedge funds, private equity, private debt and more - backed by tech-enabled infrastructure for asset analysis, due diligence, custody and reporting. Positioned as a turnkey asset-management platform for the Greater China wealth ecosystem, the company has reported over $2 billion in assets under administration and 1,600+ investable products.