GeoWealth

The people have spoken and the results are in! ? GeoWealth is the highest-rated Online Portfolio Management solution according to the 2025 Software Survey from T3 Technology Tools for Today and Bob Veres Inside Information. The report was unveiled yesterday at #T32025, you can read it here: https://lnkd.in/gw8Kb_bC. Thank you to all advisors who shared their voice and completed this year's survey. NOTE: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization. #financialadvisors #wealthmanagement #wealthtech #fintech #advisortech #advisorsoftware

?? Behind the scenes of Brendan Falls' interview with RIA Channel at T3 Technology Tools for Today #T32025

Tomorrow, GeoWealth's Chief Growth Officer, Brendan Falls, will be speaking at #T32025 in Landmark Ballroom AB at 10 AM. Join him and Michael Doniger of iCapital as they discuss the newest frontier of portfolio diversification: bringing traditional public investments together with private market investments in a single unified managed account (UMA). To deliver customizable allocations to high-net-worth clients, more RIAs are seeking to combine traditional ETFs and mutual funds alongside historically harder to access investments, such as semi-liquid alternatives, fixed income SMAs, and direct indexing products. Through recent technology innovations from platforms like GeoWealth, it's now possible to tap into unique portfolio designs that bridge the public and private investment universes. If you're looking to deliver #alts to your clients in 2025, you won't want to miss this panel at this week's T3 Technology Tools for Today conference.

LISTEN UP ??? You don't want miss Jen Wing on the ? PRess Play Podcast ? hosted by StreetCred PR's very own Elena Krasnow and Jimmy Moock. The show is broken into two segments: ??????????, where they dive into all the hard news about Jen's life and professional goals, and then ????????, where they cover the fun stuff, including a hard-hitting dive into hard boiled egg techniques and her childhood dream of being a detective. These two PR pros talk with GeoWealth's CIO as she shares her pathway from a log cabin in Connecticut, to a 15-year stint at J.P. Morgan, to her "dream job at GeoWealth" delivering fintech solutions for RIAs. Plus she gives listeners the inside scoop on how GeoWealth’s technology has helped create the ‘easy button’ for advisors to build custom portfolios at scale, combining multiple types of public and private investment solutions within a single account. ?? Catch the conversation here: https://bit.ly/4h9B9o7 #podcast #womeninfinance #fintech #wealthmanagement #TAMP #wealthtech #careerjourney #publicrelations

Purpose Jobs says GeoWealth is one of Chicago's Best Places to Work. And guess what? We're hiring! Explore open roles and apply today: https://lnkd.in/dpTjCNC7 We want to meet talented and passionate fintech folks looking for their next adventure. If that sounds like you - or someone you know - let's chat! Open positions include product management, product marketing, investment operations, client service, and more.

We're headed to Dallas today for the T3 Technology Tools for Today Conference! Swing by Booth #911 to chat with Brendan Falls, Josh Hagar, and Mac MacKillop. They'll be running demos of our turnkey asset management platform, discussing the benefits of a models-based practice, and sharing tips for RIAs looking to scale their practice through tech-enablement. You can always email us at [email protected] to arrange a meeting. Plus, Brendan Falls will be participating in a panel discussion on Thursday, March 6 at 10:05AM. Join him and Michael Doniger of iCapital for "Next Gen Portfolio Diversification – Enabling Public/Private Portfolios Through UMAs." #T32025 #wealthtech #fintech | Joel Bruckenstein | Bob Veres

???Hey Chicago fintech folks! Our team is growing and we're seeking creative, collaborative people that want to shape the future of financial services. OPEN ROLES: ?? Associate Product Manager https://lnkd.in/g_cjnzBs ?? Product Marketing Manager https://lnkd.in/gctKSBuk ?? Client Services Associate - Enterprise Clients https://lnkd.in/g5Kz_qB9 ?? Investment Operations Associate https://lnkd.in/gnaRipRD P.S. GeoWealth has been consistently ranked as one of the Best Places to Work in Chicago by?Built In and Purpose Jobs. ?? Come see what we're all about:?https://lnkd.in/dpTjCNC7 #chicagotech #chicagojobs #fintech #fintechjobs #hiring #hiringnow #hiringalert #financejobs

?? We're gearing up for the next slate of exciting industry events! Here's where you can catch Team GeoWealth in March: ? T3 Technology Tools for Today Conference in Dallas, TX starting March 3 ?? Brendan Falls, Mac MacKillop, and Josh Hagar ? Future Proof Citywide in Miami, FL starting March 16 ?? Jen Wing ? iCapital CONNECT in Phoenix, AZ starting March 24 ?? Jack Hannah, Josh Hagar, and Jenna Peterson To arrange a demo or meeting at any of these conferences, you can always DM us or email us at [email protected]. See you soon!

We're seeking an experienced Associate Product Manager to join our team in Chicago! Read the job description and apply via LinkedIn: https://lnkd.in/gMU9fVHS. Here's your chance to sit in the drivers seat for new product builds and continual platform enhancements. In this role, you will collaborate closely with cross-functional teams to enhance user experiences and execute on our exciting product roadmap. If you are passionate about the fintech industry and thrive in a fast-paced, team-driven environment with the potential to make an immediate impact, this may be the role for you. GeoWealth is: ?? An award-winning turnkey asset management platform ?? Building modern wealthtech solutions for RIAs ?? A high energy team that puts people and culture first ?? An environment that fosters learning and growth For more about GeoWealth, head over to https://lnkd.in/dpTjCNC7. #startups #techjobs #bestplacestowork #topworkplace #bestplacestowork #hiringalert #chicagojobs #chicagotechjobs

?? Congratulations to Jen Wing on being recognized as one of Wealth Solutions Report's Top Wealth Management CIOs! Please join us in celebrating the CIO 5 of 2025: https://lnkd.in/gsirv9Nh Under Jen’s leadership, GeoWealth’s investment solutions – including a third-party model marketplace, advisor-managed models and hybrid models – has experienced significant growth. GeoWealth’s Model Marketplace now features over 750 strategies across 75 managers. She also spearheaded the launch of a new managed custom unified managed account (UMA) program designed for mass affluent and high net worth clients, allowing advisors to combine private markets, direct indexing, fixed income SMAs, ETFs and mutual funds into a single account. “GeoWealth will elevate portfolio management for advisors by delivering personalized, custom portfolios at scale,” she said, regarding her plans for 2025. “Our modern technology provides the long sought ‘easy button’ on custom portfolios, enabling advisors to combine multiple types of investment solutions – liquid and semi-liquid funds, stocks and bonds – within a single account.” The CIO 5 honors outstanding investment leaders with histories demonstrating market expertise and dedication to the industry, recognition and reputation as wealth management leaders, and a positive impact on the development of the investment and wealth management arenas. Congratulations to all the honorees: Neil Blundell (CAIS), Matt Dmytryszyn, CFA (Miracle Mile Advisors), Philip Straehl (Morningstar), and Rick Wedell (RFG Advisory).