GeoWealth is a financial technology company based in Chicago, specializing in turnkey asset management solutions for registered investment advisors (RIAs) and institutional investors. The company integrates proprietary technology with investment management services to enhance operational efficiency for wealth management firms. As of February 2024, GeoWealth manages over $28 billion in platform assets, showcasing its growth and commitment to client success. The GeoWealth platform offers a comprehensive suite of services, including a technology platform for portfolio management, trading, and reporting. It provides customizable investment strategies through model portfolios and outsourced chief investment officer (OCIO) services, all managed by an in-house investment committee. Additionally, GeoWealth supports advisors with back-office services such as billing and compliance tools, along with dedicated training and implementation support to ensure smooth platform adoption. The company positions itself as a partner to its clients, enhancing their operational capabilities while allowing them to focus on client relationships.