GeoWealth

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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WALL STREET HITS NEW HIGHS AS CHINA MOVES TO LIMIT CORONAVIRUS IMPACT

Wall Street | February 06, 2020

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U.S. stocks gained for a fourth straight session on Thursday and Wall Street’s main indexes hit record highs amid growing confidence in China’s efforts to contain the economic fallout from the coronavirus outbreak. China said it would halve additional tariffs levied against some U.S. goods, seen by analysts as a move to boost confidence after the fast-spreading coronavirus disrupted businesses and hit investor sentiment. Data showing that the number of Americans filing for unemployme...

Read More

SECURITY AND COMPLIANCE

TRANSFERMATE GLOBAL PAYMENTS SELECTS COMPLYADVANTAGE FOR THE COMPANY’S AWARD-WINNING AML AND RISK SCREENING SOLUTIONS

TransferMate Global Payments | September 23, 2021

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ComplyAdvantage, a global data technology company transforming financial crime detection announced that TransferMate Global Payments, a leading global B2B-payments technology solution provider, has selected the reg tech innovator’s award-winning customer onboarding, transaction screening and monitoring solutions. Headquartered out of Kilkenny, Ireland, TransferMate is a subsidiary of Clune Technology Group founded by Terry Clune and is a leading global B2B payments technolog...

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BARCLAYS INVESTS IN OPEN BANKING-BASED UTILITY SWITCHING APP YOUTILITY

Barclays | February 27, 2020

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Youtility, a London-based startup tapping into Open Banking to help people track their household expenses and switch utility suppliers, has raised £4.5 million in a funding round joined by Barclays. Barclays was joined by Icap founder Michael Spencer and Ascension Ventures’ Fair By Design Fund, which focuses on firms targeting low-income households. The free Youtility app taps Open Banking to connect to users' bank accounts and identify home finance providers - such as energy, wa...

Read More

SILA RAISES $7.7 MILLION TO MAKE ACH PAYMENTS PROGRAMMABLE

Sila | April 09, 2020

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Sila, the banking and API payment platform set up by former Simple co-founder Shamir Karkal, has closed a $7.7 million seed funding round. The round is co-led by VC firms Madrona Venture Group and Oregon Venture Fund, with support from Mucker Capital, 99 Tartans, Taavet Kinrikus, CEO & Co-founder of Transferwise, and investor & entrepreneur Jerry Neumann. Sila launched its Infrastructure-as-a-Service (IaaS) platform in April 2019 to help companies integrate their business applications wi...

Read More
news image

WALL STREET HITS NEW HIGHS AS CHINA MOVES TO LIMIT CORONAVIRUS IMPACT

Wall Street | February 06, 2020

U.S. stocks gained for a fourth straight session on Thursday and Wall Street’s main indexes hit record highs amid growing confidence in China’s efforts to contain the economic fallout from the coronavirus outbreak. China said it would halve additional tariffs levied against some U.S. goods, seen by analysts as a move to boost confidence after the fast-spreading coronavirus disrupted businesses and hit investor sentiment. Data showing that the number of Americans filing for unemployme...

Read More
news image

SECURITY AND COMPLIANCE

TRANSFERMATE GLOBAL PAYMENTS SELECTS COMPLYADVANTAGE FOR THE COMPANY’S AWARD-WINNING AML AND RISK SCREENING SOLUTIONS

TransferMate Global Payments | September 23, 2021

ComplyAdvantage, a global data technology company transforming financial crime detection announced that TransferMate Global Payments, a leading global B2B-payments technology solution provider, has selected the reg tech innovator’s award-winning customer onboarding, transaction screening and monitoring solutions. Headquartered out of Kilkenny, Ireland, TransferMate is a subsidiary of Clune Technology Group founded by Terry Clune and is a leading global B2B payments technolog...

Read More
news image

BARCLAYS INVESTS IN OPEN BANKING-BASED UTILITY SWITCHING APP YOUTILITY

Barclays | February 27, 2020

Youtility, a London-based startup tapping into Open Banking to help people track their household expenses and switch utility suppliers, has raised £4.5 million in a funding round joined by Barclays. Barclays was joined by Icap founder Michael Spencer and Ascension Ventures’ Fair By Design Fund, which focuses on firms targeting low-income households. The free Youtility app taps Open Banking to connect to users' bank accounts and identify home finance providers - such as energy, wa...

Read More
news image

SILA RAISES $7.7 MILLION TO MAKE ACH PAYMENTS PROGRAMMABLE

Sila | April 09, 2020

Sila, the banking and API payment platform set up by former Simple co-founder Shamir Karkal, has closed a $7.7 million seed funding round. The round is co-led by VC firms Madrona Venture Group and Oregon Venture Fund, with support from Mucker Capital, 99 Tartans, Taavet Kinrikus, CEO & Co-founder of Transferwise, and investor & entrepreneur Jerry Neumann. Sila launched its Infrastructure-as-a-Service (IaaS) platform in April 2019 to help companies integrate their business applications wi...

Read More