GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.

Finance

GeoWealth

GeoWealth's headquarters in Chicago, IL, United States

Colin Falls

Jack Hannah

Brendan Falls

Katie Bomher

Ivo Ivanov

Colin Ruthven

The Leadership Team at GeoWealth is responsible for setting the strategic direction and vision of the company, ensuring alignment between operations and growth initiatives. This team drives key decisions in trading, compliance, product innovation, and client relationships, enhancing the company's ability to deliver efficient and effective asset management solutions for investment advisors and institutional investors. Through collaboration and oversight, they work to maximize performance and maintain regulatory standards while fostering long-term growth.

Leadership Team

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

This department focuses on analyzing and optimizing operational and financial processes.

Operations and Finance

This department focuses on providing support and resources for financial advisors to enhance their client services and operational efficiency.

Advisor Services

The Operations and Compliance Team at GeoWealth is responsible for ensuring the seamless execution of financial transactions and adherence to regulatory requirements. They oversee day-to-day operational processes, implement compliance protocols, and mitigate risks to maximize efficiency and safeguard the firm's integrity in the financial technology and asset management sectors.

Operations and Compliance Team

This department is responsible for ensuring that products meet quality standards and function correctly through rigorous testing and analysis.

GeoWealth

Org chart

Teams

Leadership Team

Software Development

Operations and Finance

Advisor Services

Operations and Compliance Team

Quality Assurance

Offices

GeoWealth

Org chart

Teams

Leadership Team

Software Development

Operations and Finance

Advisor Services

Operations and Compliance Team

Quality Assurance

Offices

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