GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), has won a WealthManagement.com 2023 Industry Award (“Wealthie”) in the TAMPs category. The modern TAMP won its first Wealthie in a year when its platform assets reached $20 billion. During this period, GeoWealth also orchestrated several strategic initiatives designed to benefit the registered investment advisor (RIA) community.
“We’re humbled and honored to receive this prestigious award from WealthManagement.com,” said Colin Falls, President & CEO of GeoWealth.
“In the competitive TAMP and enterprise technology platform marketplace, it's encouraging to know that our dedication to innovation and providing best-in-class service to our RIA clients isn’t going unnoticed. We deeply appreciate the time and effort put in by the WealthManagement.com staff and panel of judges who determined the winners. Our team is committed to continuous innovation, constantly evolving and developing flexible and customizable solutions to help advisors grow and scale their respective practices.”
This year was the first time that GeoWealth was recognized as both a Finalist and a Winner in the Wealthies. Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, individuals and organizations that support financial advisor success.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms like GeoWealth that serve the financial advisor community,” said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group — Informa Connect. “A record number of companies submitted nominations for the Wealthies in 2023. This year’s winners should be particularly proud of their outstanding achievement.”
To schedule a consultation to learn more about GeoWealth’s fully integrated pl
