Americas Best TAMPS 2024 - 34

2024 AMERICA'S BEST TAMPS
GEOWEALTH
Colin Falls
CEO
GeoWealth * 444 N. Michigan Ave., Suite 3150
Chicago, IL 60611 * geowealth.com
Founded in 2010, GeoWealth is a privately held technology and
investment management company headquartered in Chicago, IL, with
over $28.5 billion in platform assets.
GeoWealth is the next generation of wealth management technology,
empowering advisors to grow faster and to serve their clients more
efficiently. Our TAMP allows for the seamless delivery of both advisormanaged
and third-party model portfolios. We have created a platform
in which all aspects of the wealth management lifecycle are seamlessly
accessed and addressed through a single, modern user interface.
Our flexible platform enables advisors to utilize any number of investment
types (third-party and advisor-managed) to help advisors have compliant
and scalable solutions to fit any client need.
We understand that RIAs
want three things, no matter
their size or stage of business:
more time, reliable support,
and control over the way they
run their firms. GeoWealth's
tech-enabled, advisor-driven
infrastructure is built to deliver
all three, marrying a modern
and continuously improving
technology ecosystem with
a high-touch service and
support model.
Those pillars are delivered
alongside multi-custodial
flexibility and the ability for
advisors to manage their
own models, access our topquality
strategists, or use a
combination thereof via our
innovative UMA technology.
As operational costs
increase along with client
needs in today's challenging
economic environment,
GeoWealth is positioned
to help advisors drive firm
profitability by alleviating
back-office burdens and the
costs associated with them,
empowering advisors to focus
on their clients.
Above all, we're raising the
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT IPO
CONTRACTSCALABILITY
SOLUTION
REPORT
CONTROL
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
bar for the Turnkey Asset
Management industry by
transforming 'Platform' into
'Partner' with a relentless
commitment to strategic
and meaningful integrations,
expanded customization
capabilities, and ongoing
innovation across all facets of
our offering.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
Our investment technology suite provides advisors the tools they need to
stay ahead of their clients' needs and the changing regulatory landscape.
Through GeoWealth's technology platform-available on both desktop
and mobile-advisors have access to flexible portfolio management, risk
profiling, proposal generation, performance reporting, outsourced billing
services and more.
By leveraging GeoWealth's middle- and back-office services, advisors
are able to spend more time on what matters most: managing client
relationships.
In March 2023, GeoWealth acquired Denver-based TAMP, First Ascent
Asset Management. In November 2021, we raised a $19 million Series B
funding round led by Kayne Partners Fund, the growth private equity group
of Kayne Anderson Capital Advisors, with a follow-on investment from J.P.
Morgan Asset Management, a strategic investor in GeoWealth since 2018.
LEARN MORE: Follow GeoWealth on LinkedIn to keep up with all the
latest news and product updates.
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
DISCOVER
RESEARCH
START UP
STRATEGY
DEVELOPMENT
47 ED I T A B L E L I N E I C O N S S E T
SUPPORT
PRODUCT
VALUE CHAIN
MARKETING
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
PRESENTATION
STRATEGIC FEATURES
DECISION MAKING
INNOVATION
CROWD FUNDING
COMPETITION
PATENT
DECREASE
LAUNCH
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
THINK OUTSIDE
THE BOX
ACHIEVEMENT
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
EXPLORE
CALENDAR
CLIENT-FACING
INVESTMENT
ORGANISATION
PROBLEM SOLVING
REPORT
WORKFLOW
PERFORMANCE REVIEWS
CLIENT PORTAL
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
COMPLIANCE TOOLS
47 ED I T A B L E L I N E I C O N S S E T
CUSTODIAN AGNOSTIC
PROJECT
CONTRACT
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
CALENDAR
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
DIRECT INDEXING
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
INSTITUTIONAL CLIENT SUPPORT
34
UNIFIED OR SMART BILLING
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
TAX-LOSS HARVESTING
GLOBAL BUSINESS
SELL SHARE
PARTNERSHIP
PROJECT
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
EARNINGS
ANALYSIS
TESTING
FINANCIAL RISK
GROWTH
VISION
INVESTMENT POLICY
STATEMENTS
PLATFORM LAUNCH
UNICORN
IPHONE OR ANDROID APP
MODEL MARKETPLACE
PRIVATE LABELING
TM
New business contact:
Brendan Falls, EVP, Chief
Growth Officer
Phone: (312) 219-9160
E-mail: brendan.falls@
geowealth.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Colin Falls
CEO
Jack
Hannah
President
and COO
Brendan Falls
EVP, Chief
Growth
Officer
Type of Program: TAMP:
SMA and UMA, multi-asset
mutual fund and ETF models,
strategist models, and
advisor-directed models.
White-labeled TAMP for RIAs
Total Assets in Program:
$28.5 billion
Year Program Began: 2010
Managers on Platform
Vetted: Yes
Managers GIPSĀ®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for:
RIAs of any size or stage,
Breakaway Advisors,
Corporate RIA Home Offices,
Asset Managers
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Advisordirected,
thematic, riskbased,
income-generating,
core, tactical, tax-managed,
fixed income, alternatives,
structured notes
https://geowealth.com https://lp.tamps.com/ABT2024-Geowealth-Contact.html https://lp.tamps.com/ABT2024-Geowealth-colin-falls.html https://lp.tamps.com/ABT2024-Geowealth-jack-hannah.html https://lp.tamps.com/ABT2024-Geowealth-brendan-falls.html https://www.linkedin.com/company/geowealth/

Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024

Americas Best TAMPS 2024 - 1
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