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GeoWealth

GeoWealth is a modern financial technology and turnkey asset management platform (TAMP) and Unified Managed Account (UMA) platform built for registered investment advisors (RIAs), combining advisor technology, portfolio solutions, and outsourced services to help advisors grow and serve clients more efficiently.

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T19:24:26.614Z. Cached copy · Source on geowealth.com

# GeoWealth
> GeoWealth is a modern financial technology and turnkey asset management platform (TAMP) and Unified Managed Account (UMA) platform built for registered investment advisors (RIAs), combining advisor technology, portfolio solutions, and outsourced services to help advisors grow and serve clients more efficiently.

## About GeoWealth
GeoWealth provides a fully integrated, open‑architecture wealth management platform designed for independent RIAs, home offices, and asset managers. The platform supports the full wealth‑management lifecycle, including portfolio management, reporting, trading, billing, aggregation, model marketplace, and client experiences.

## Advisor Technology
Core technology products that support registered investment advisor operations and client service.
- [Advisor Technology](https://geowealth.com/advisor-technology/): Overview of GeoWealth’s advisor portal, client portal, reporting, CRM, and custom workflows.
- [GeoWealth Overview](https://geowealth.com/geowealth-overview-investments-technology-service/): High‑level overview of advisor technology, investments, and services.
- [Mobile App](https://geowealth.com/mobile-app-overview/): Overview of GeoWealth’s white labeled mobile app for advisors and clients, including account views, performance reporting, and branded access on iOS and Android.

## Portfolio Solutions
Investment and portfolio management capabilities available through the GeoWealth platform.
- [Portfolio Solutions](https://geowealth.com/portfolio-solutions/): Unified Managed Account (UMA) capabilities, model portfolios and investment solutions available to advisors.
- [Model Marketplace Menu](https://geowealth.com/model-marketplace-request/): Request access to GeoWealth’s Model Marketplace comprised of over 300 UMA, SMA, and stock models from third-party asset managers.
- [Public-Private Model Capabilities](https://geowealth.com/public-private-model-capabilities/): GeoWealth offers a range of professionally designed and managed Private Market portfolio solutions, including public-private markets models.
- [Tax-Aware Tools](https://geowealth.com/tax-tools-overview/): GeoWealth’s tax tools support seamless transitions into model portfolios and Unified Managed Accounts (UMAs) and automate ongoing tax management through continuous tax-loss harvesting and tax transition.
- [Risk Shield](https://geowealth.com/portfolio-solutions/risk-shield/): Risk Shield ensures portfolio decisions align with client risk, firm policy, and compliance expectations — automatically, and in real time.

## Services & Support
Outsourced services that help advisors scale and improve efficiency.
- [Services & Support](https://geowealth.com/services-and-support/): Outsourced trading, middle‑office, back‑office, and operational support services.
- [Training & Support for Advisors](https://geowealth.com/training-support-for-advisors/): Advisor service model, onboarding, and ongoing support.
- [Full-Service Offer
…

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