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

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

Advisor Services

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

Operations and Finance

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

Software Development

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

Quality Assurance

This department focuses on creating and maintaining user interfaces and web applications using frontend technologies.

Frontend Development

This department oversees the development and strategy of products to meet customer needs and market demands.

GeoWealth

Org chart

Teams

Advisor Services

Operations and Finance

Software Development

Quality Assurance

Frontend Development

Product Management

Offices

GeoWealth

Org chart

Teams

Advisor Services

Operations and Finance

Software Development

Quality Assurance

Frontend Development

Product Management

Offices

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