GeoWealth Employee Directory
Financial ServicesIllinois, United States51-200 Employees
GeoWealth functions as an advisor-driven, technology-enabled turnkey asset management platform designed to support registered investment advisors. The platform blends a comprehensive, integrated set of advisor tools with investment solutions, enabling growth and more efficient client service. Headquartered in Chicago, Illinois, the company operates within the financial services sector and serves RIAs. The offering addresses the needs of RIAs by guiding the wealth management lifecycle and providing a range of investment strategies through a single platform. In November 2025, GeoWealth launched the Private Model Marketplace, signaling an expansion of its product capabilities.
1-888-653-2347 
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