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

Katie Bomher

Brendan Falls

Ivo Ivanov

Colin Ruthven

Jack Hannah

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

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

The Finance and Investment team at GeoWealth is responsible for overseeing and executing trading activities, managing asset portfolios, and developing investment strategies. They ensure optimal performance and efficiency in investment operations, contributing to the company's mission of maximizing bottom line and efficiency for advisors and institutional investors.

Finance and Investment

The Product Management and Development team at GeoWealth spearheads the creation and enhancement of the company's financial technology platform. They collaborate with various stakeholders to innovate and optimize the platform, ensuring it maximizes efficiency and value for investment advisors and institutional investors.

Product Management and Development

The Relationship Management Team at GeoWealth focuses on building and maintaining strong client relationships with investment advisors and institutional investors. They ensure client satisfaction by addressing needs, providing personalized service, and optimizing the use of GeoWealth's financial technology and TAMP solutions to maximize efficiency and bottom-line results.

GeoWealth

Org chart

Teams

Leadership Team

Operations and Compliance Team

Finance and Investment

Product Management and Development

Relationship Management Team

Offices

GeoWealth

Org chart

Teams

Leadership Team

Operations and Compliance Team

Finance and Investment

Product Management and Development

Relationship Management Team

Offices

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