WebAfter completing several transitions and acquisitions over the next decade-plus, Grier recognized that helping advisors navigate the difficulties of transitions was an unfilled … WebGeoWealth's customizable, open-architecture platform and spectrum of investment strategies address all essential needs of investment advisors and institutional investors …
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WebJun 30, 2024 · GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities ... WebMar 23, 2024 · CHICAGO, IL & DENVER, CO – March 23, 2024– GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced its acquisition of First Ascent Asset Management (“First Ascent). This acquisition empowers GeoWealth to serve growth-minded registered investment advisors (RIAs) of all sizes … linkedin alan thiec
GeoWealth Acquires First Ascent – Combining Platforms to …
WebGeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a 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. It features: Advisor Dashboard WebAfter completing several transitions and acquisitions over the next decade-plus, Grier recognized that helping advisors navigate the difficulties of transitions was an unfilled need in the industry. So, in 2024, she founded Advisor Transition Services, a consultancy focused on bringing tailored transition support to advisors on the move. WebApr 9, 2024 · GeoWealth helps advisors whether they use third-party models, develop their own models, or use some combination of both. When firms plug into GeoWealth, they have access to a vast library of models available directly on our platform, which have been vetted through initial due diligence and receive ongoing monitoring. Alternatively, they can ... hotwire canada login