GeoWealth

geowealth.com

Geo_Wealth
GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite.

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INVESTMENT MANAGEMENT

GEOWEALTH LAUNCHES INVESTMENT CONSULTING DIVISION, INTRODUCES MANAGER PORTAL, AND EXPANDS MODEL MARKETPLACE

GeoWealth | September 29, 2022

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GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its ...

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TESLA STOCK HITS $500 FOR THE FIRST TIME

Tesla | January 13, 2020

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Tesla stock continued to rally Monday, rising 5% and passing $500 per share for the first time. That puts Tesla at a fresh all-time high as it continues to soar on its entrance into China and optimistic delivery figures. The stock has more than doubled over the past three months, according to FactSet. The recent gains bring Tesla’s market cap to about $90 billion, which is nearly $5 billion more than that of General Motors and Ford combined. The companies’ market caps, which measure ...

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COMMODITIES GAINED ON IMPROVED DEMAND EXPECTATIONS

Credit Suisse | January 13, 2020

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The Bloomberg Commodity Index Total Return was higher for the month, with 20 of 23 constituents posting gains. Credit Suisse Asset Management observed the following: Energy increased 6.89%, led higher by Crude Oil and petroleum products, amid OPEC+'s announcement of new production quotas for 2020 in an attempt to rebalance oil markets. Agriculture returned 5.75%. Soybean Oil rose as Indonesia and Malaysia plan to increase crude palm-oil (CPO) content in biodiesel in 2020 while Malaysian palm...

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WALL STREET PUSHES HIGHER AMID DEAL FLURRY

Wall Street | January 13, 2020

news image

U.S. stocks pushed higher after the open Monday, as global macro concerns eased and investors took on board positive company-specific news, including a flurry of midcap mergers and some upbeat earnings guidance. The S&P 500 index was trading 6 points, or 0.2%, higher by 0935 ET (1435 GMT), with the NASDAQ Composite up 33 points, or 0.4%. The Dow Jones gained 27 points, or 0.1%. Fears of major military action in the Middle East have dimmed, although the Iranian authorities are under pressure ...

Read More
news image

INVESTMENT MANAGEMENT

GEOWEALTH LAUNCHES INVESTMENT CONSULTING DIVISION, INTRODUCES MANAGER PORTAL, AND EXPANDS MODEL MARKETPLACE

GeoWealth | September 29, 2022

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its ...

Read More
news image

TESLA STOCK HITS $500 FOR THE FIRST TIME

Tesla | January 13, 2020

Tesla stock continued to rally Monday, rising 5% and passing $500 per share for the first time. That puts Tesla at a fresh all-time high as it continues to soar on its entrance into China and optimistic delivery figures. The stock has more than doubled over the past three months, according to FactSet. The recent gains bring Tesla’s market cap to about $90 billion, which is nearly $5 billion more than that of General Motors and Ford combined. The companies’ market caps, which measure ...

Read More
news image

COMMODITIES GAINED ON IMPROVED DEMAND EXPECTATIONS

Credit Suisse | January 13, 2020

The Bloomberg Commodity Index Total Return was higher for the month, with 20 of 23 constituents posting gains. Credit Suisse Asset Management observed the following: Energy increased 6.89%, led higher by Crude Oil and petroleum products, amid OPEC+'s announcement of new production quotas for 2020 in an attempt to rebalance oil markets. Agriculture returned 5.75%. Soybean Oil rose as Indonesia and Malaysia plan to increase crude palm-oil (CPO) content in biodiesel in 2020 while Malaysian palm...

Read More
news image

WALL STREET PUSHES HIGHER AMID DEAL FLURRY

Wall Street | January 13, 2020

U.S. stocks pushed higher after the open Monday, as global macro concerns eased and investors took on board positive company-specific news, including a flurry of midcap mergers and some upbeat earnings guidance. The S&P 500 index was trading 6 points, or 0.2%, higher by 0935 ET (1435 GMT), with the NASDAQ Composite up 33 points, or 0.4%. The Dow Jones gained 27 points, or 0.1%. Fears of major military action in the Middle East have dimmed, although the Iranian authorities are under pressure ...

Read More

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C-Suite On Deck

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us