# 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 Offering](https://geowealth.com/full-service-offering/): Full-service wealth platform for RIAs with custodial support built in. ## Who We Serve Information on the advisor and institutional audiences GeoWealth supports. - [Who We Serve](https://geowealth.com/who-we-serve/): Solutions for independent RIAs, advisors in transition, corporate RIAs, and asset managers. ## About GeoWealth Company background, leadership, and team. - [About GeoWealth](https://geowealth.com/about-us/): Overview of GeoWealth’s mission, leadership, and the types of advisors and firms it serves. - [The GeoWealth Team](https://geowealth.com/meet-the-geowealth-team/): Leadership and investment, technology, and service professionals supporting RIAs. - [Partners & Investors](https://geowealth.com/partners/): Information about GeoWealth’s partners and investors, including industry leaders across asset management, custodial services, and cutting-edge technology. - [Fundraising History](https://geowealth.com/about-us/fundraising-history/): Overview of GeoWealth’s capital raises and strategic investors including Apollo, BlackRock, Goldman Sachs, J.P. Morgan Asset Management, and Kayne Anderson Capital Advisors, L.P. ## Resources & News Educational materials, press, and industry recognition. - [Resources](https://geowealth.com/resources/): Whitepapers, eBooks, podcasts, and educational resources for advisors. - [News, Awards & Press](https://geowealth.com/news/): Press releases, awards, and company announcements. - [GeoWealth Extends Series C](https://geowealth.com/news/press-release-geowealth-extends-goldman-sachs-series-c-round-with-42-million/): Press release announcing that Goldman Sachs has joined leading asset managers Apollo, BlackRock and J.P. Morgan Asset Management among strategic minority investors backing GeoWealth. - [Private Model Marketplace Launch](https://geowealth.com/news/press-release-geowealth-launches-industry-leading-private-model-marketplace/): Press release announcing the launch of GeoWealth’s Private Model Marketplace, enabling RIAs to integrate professionally managed private‑market models using GeoWealth’s UMA technology in partnership with leading asset managers. - [Awards & Accolades](https://geowealth.com/awards-accolades/): Industry awards, rankings, and third party recognition of the GeoWealth platform. - [America’s Best TAMPs 2026 Recognition](https://geowealth.com/news/geowealth-in-2026-americas-best-tamps/): Press release announcing GeoWealth’s recognition in America’s Best TAMPs 2026 by The Wealth Advisor, highlighting platform growth and industry leadership. - [Case Studies](https://geowealth.com/case-studies/): Case studies highlighting how RIAs use GeoWealth to improve efficiency, reduce costs, scale operations, and deliver better client outcomes. - [Blog](https://blog.geowealth.com/): Recent blogs and educational materials from GeoWealth for Financial Advisors. - [FAQs](https://geowealth.com/geowealth-faqs/): Frequently asked questions addressing common advisor and asset‑manager inquiries about GeoWealth’s platform, pricing approach, custodians, and differentiation. ## Guides & Whitepapers Foundational educational resources and decision support guides authored by GeoWealth to help advisors understand core wealth management concepts, evaluate TAMPs, and build, scale, or transition their RIA firms. - [RIA Marketing Crash Course](https://geowealth.com/marketing-crash-course-for-rias/): Comprehensive guide to RIA marketing concepts, strategies, and tactics. - [TAMP 101](https://geowealth.com/tamp-101-what-how-why/): In depth overview of what a TAMP is, how it works, who it’s for, and why RIAs use them. - [What is a TAMP?](https://geowealth.com/what-is-a-tamp-turnkey-asset-management-platform/): Definition of Turnkey Asset Management Platforms and how they support RIAs. - [What is a UMA?](https://geowealth.com/what-is-a-uma/): Educational guide explaining Unified Managed Accounts (UMAs), how they work, and their benefits. - [Why Use ETFs?](https://geowealth.com/why-use-etfs/): Overview of Exchange Traded Funds (ETFs), their role in portfolios, and why advisors use them. - [Guide to Starting an RIA Firm](https://geowealth.com/your-complete-guide-to-starting-an-ria-firm/): Step by step guide for advisors launching a new RIA firm. - [Resources for Breakaway Advisors](https://geowealth.com/breakaway-advisor-content-hub/): Resource hub for breakaway advisors covering transition planning, technology, operations, and growth considerations. - [RIA Breakaway Guide](https://geowealth.com/breakaway-advisor-content-hub/ria-breakaway-guide): The core elements of successfully leaving a broker-dealer to launch an RIA. - [24 Things to Know About Your TAMP](https://geowealth.com/24-things-to-know-about-your-tamp/): Due diligence framework outlining key questions advisors should ask when evaluating a TAMP. - [7 Keys to Partnering with the Right TAMP](https://info.geowealth.com/7-keys-to-partnering-with-the-right-tamp/): Strategic guide to selecting the right TAMP partner for long term growth. - [RIA Valuation Guide](https://info.geowealth.com/download-maximizing-your-ria-firms-value/): Advisory guide highlighting common pitfalls when evaluating TAMP platforms. - [Should You Outsource Your Investment Management?](https://geowealth.com/investment-management-your-guide-for-deciding-to-outsource/): Decision framework to help advisors determine when and how to outsource investment management. - [Supercharging Your Growth with a TAMP](https://info.geowealth.com/supercharging-your-growth-with-a-tamp/): Growth focused guide explaining how RIAs can scale faster using a modern TAMP. - [5 Red Flags to Avoid When Choosing a TAMP](https://geowealth.com/5-red-flags-to-avoid-when-choosing-a-tamp/): Strategic resource focused on improving enterprise value and long term outcomes for RIA firms. ## Compliance & Disclosures Public disclosures and regulatory information, such as Form ADV. - [Policies](https://geowealth.com/policies/): Legal, regulatory, and investment disclosures relevant to GeoWealth services. - [GeoWealth Trust Center](https://trust.geowealth.com/): Information related to SOC 2 Type I controls, subprocessors, and other resources. ## Contact & Connect - [Schedule a Demo](https://geowealth.com/schedule-a-demo/): Request a live demo of the GeoWealth platform and speak with the team. - [Contact GeoWealth](https://geowealth.com/contact-us/): Contact information for demos, platform questions, and general inquiries. - [Platform Login](https://geowealth.com/geowealth-login/): For clients looking for help logging into their GeoWealth Platform site. - [Careers](https://geowealth.com/careers/): Open roles and career opportunities at GeoWealth. - [Subscribe](https://geowealth.com/subscribe/): Subscribe to GeoWealth newsletters, product updates, and event invitations.