America’s Best TAMPs Showcase - Flipbook - Page 39
2026 AMERICA’S BEST TAMPS
TM
GEOWEALTH
Colin Falls
CEO
®
GeoWealth • 444 N. Michigan Ave., Suite 3150
Chicago, IL 60611 • geowealth.com • LinkedIn
GeoWealth is a turnkey asset management platform (TAMP) and
financial technology solution serving more than 200 modern RIAs.
Advisors can access diversified, multi-asset investment model
portfolios through a flexible, open-architecture platform while offloading
time-intensive back-office responsibilities. The result is measurable
operational efficiency without sacrificing customization or control.
GeoWealth continually invests in platform development focused on
scalable automation and integrated public-private portfolio capabilities to
streamline access to private investments. Over the past year, the firm has
announced partnerships with leading asset managers including Apollo,
BlackRock, Goldman Sachs Asset Management, and J.P. Morgan Asset
Management to deliver customizable public-private model portfolios.
Scalability. Flexibility.
Choice. These principles
guide GeoWealth and inform
the strategy and product
development of our enterprise
technology platform built for
RIAs. Whether firms are looking
to streamline operations,
improve client service, or scale
their business, GeoWealth is
committed to helping RIAs of
any size optimize their practices.
Anchored by our proprietary
portfolio accounting engine
and differentiated UMA
framework, GeoWealth delivers
a tech-enabled, advisordriven infrastructure that
unifies operational efficiency
with sophisticated portfolio
construction. Advisors can
manage public and private
market exposures within a
single, fully integrated account
structure—without adding
administrative complexity.
These partnerships enabled GeoWealth to be first to market with
customizable model portfolios spanning both public and private assets
delivered through a unified managed account (UMA). While many
platforms emphasize either operational efficiency or investment access,
GeoWealth delivers both—pairing end-to-end back-office automation
with differentiated investment capabilities that bridge public and private
markets within a single, fully managed account.
As demand for alternatives continues to grow among high-net-worth
investors, GeoWealth’s public-private UMA platform has become a
powerful differentiator for advisors. By integrating public and private
assets into a single, fully managed account, GeoWealth is reshaping how
firms attract, serve, and retain sophisticated clients.
In redefining the Turnkey Asset Management space, GeoWealth
transforms ‘Platform’ into ‘Partner’ through meaningful integrations,
enhanced customization, and continuous innovation—ensuring advisors
can scale efficiently and deliver exceptional client experiences.
Head to our website to explore GeoWealth’s:
• Advisor Technology
• Investment Solutions
• Back Office Services
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
INSTITUTIONAL CLIENT SUPPORT
ACCOUNT REBALANCING
INTEGRATION WITH
3RD-PARTY PLATFORMS
ALTERNATIVE INVESTMENT
PLATFORM
INVESTMENT POLICY
STATEMENTS
CLIENT-FACING
PERFORMANCE REVIEWS
IPHONE OR ANDROID APP
CLIENT PORTAL
MODEL MARKETPLACE
COMPLIANCE TOOLS
PRIVATE LABELING
CUSTODIAN AGNOSTIC
RESEARCH & DUE DILIGENCE
CUSTOMIZED PORTFOLIOS
RISK MANAGEMENT TOOLS
CUSTOM REPORTING SUITE
TAX-LOSS HARVESTING
DIRECT INDEXING
UNIFIED OR SMART BILLING
PRODUCTIVITY
DISCLOSURES:
GeoWealth is separate
and unaffiliated with JPMC
Strategic Investments
Group I Corporation, an
affiliate of J.P. Morgan Asset
Management (JP Morgan),
Apollo Management Holdings,
L.P. (Apollo), Goldman Sachs
Asset Management, L.P.
(GSAM) and Blackrock SMI,
LLC, an affiliate of Blackrock
Investment Management
(Blackrock), however, Apollo,
BlackRock and JP Morgan own
a non-controlling interest in
GeoWealth’s parent company,
GeoWealth, LLC.
39
New business contact:
Brendan Falls, EVP, Chief
Growth Officer
Phone: (312) 219-9160
E-mail: brendan.falls@
geowealth.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Colin Falls
CEO
Jack
Hannah
President
and COO
Brendan Falls
EVP, Chief
Growth
Officer
Type of Program: TAMP:
SMA and UMA, multi-asset
mutual fund and ETF models,
strategist models, and advisordirected models. Whitelabeled TAMP for RIAs
Total Assets in Program:
$49 billion as of 12/31/25
Year Program Began: 2010
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds;
equity SMAs; fixed-income
SMAs; ESG, tax-sensitive,
target-risk and goals-based
strategies; advisor-directed
UMAs/multistrategy accounts;
Alternative Investment;
Semiliquid alternatives; Interval
funds; Fixed Income SMAs;
Direct Indexing
Platform Tracks Client
Holdings: Yes
Program Compatible for:
RIAs of any size or stage,
Breakaway Advisors,
Corporate RIA Home Offices,
Asset Managers
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Advisordirected, thematic, riskbased, income-generating,
core, tactical, tax-managed,
fixed income, alternatives,
structured notes
