ADVISOR DRIVEN, TECH ENABLED Our end-to-end technology platform and TAMP for RIAs ready to find efficiency and scale faster with tech-forward solutions.
Chicago, IL
Joined August 2019
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On October 21, join Brendan Falls of GeoWealth alongside leaders from Orion, Compound Planning, & Pontera for a discussion exploring how leading firms are building technology for a more scalable wealth experience.
Register Today: bit.ly/3VcDZ6B
New on the blog: Asset Location vs. UMH - A More Scalable Path for RIAs
Explore asset location vs. UMH, the trade-offs of household implementation, and how GeoWealth helps RIAs retain account-level control as they scale.
➡️ Read More: bit.ly/4zzidJ5
GeoWealth retweeted
The best tech stack isn’t the one with the most tools. It’s the one where the tools work together.
We’ll unpack these ideas with leaders from @orionwealthtech, @GeoWealthTech, @Compound, @fpassociation, & Pontera. Don’t miss it: riverside.com/webinar/regist…
Access our Q3 2026 Market Review & Commentary: bit.ly/3TOaxDi
➡️ U.S. large-cap indexes outperformed smaller and equal-weight exposures
➡️ Rising yields pressured bonds
➡️ Global markets reinforced the value of diversification
GeoWealth retweeted
From the @NYSE floor to the Closing Bell. 🔔
Daryl Seaton joined @GeoWealthTech CEO Colin Falls in New York for a panel discussion and time with advisors Don Zolfo and Matt McCoy.
Proud of the partnership and the relationships behind it.
#SowellManagement #GeoWealth #NYSE
GeoWealth retweeted
Join leaders from @orionwealthtech, @GeoWealthTech, Compound Planning, @FPA_MetroNY, & Pontera for a conversation about building a tech stack for the future of wealth management.
Save your seat: riverside.com/webinar/regist…
We're gearing up for #SchwabIMPACT in Boston next month! You'll be able to find us at Booth #1637 near Tech Alley, or arrange a time to meet the team via this link: bit.ly/4yUgrla
We're at @FutureProof_HQ Festival inviting advisors who are tired of their TAMP to try a new one. 🍋 GeoWealth is the fresh choice 🍋 in the turnkey asset management landscape, come to Booth #205 to see what we're all about (and grab some lemonade!).
Hey @FutureProof_HQ Festival! Are you tired of your TAMP? Try a new one! GeoWealth is 🍋 The Fresh Choice! 🍋 Swing by Booth #205 to beat the heat with some refreshing lemonade, and learn how GeoWealth can help RIAs find scale faster. #Futureproof
GeoWealth retweeted
4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of: #FASuccess Ep 499 With Ryan Townsley: kitc.es/4fKYnmP
My guest on today's #FASuccess podcast is Ryan Townsley, owner of Town Capital, an RIA based in Bel Air, Maryland, that oversees approximately $200 million in assets under management for 155 client households. What's unique about Ryan, though, is how he has grown his firm to $2 million of revenue largely as a solo (only recently making a new hire to provide planning support), in part by leveraging an AI-integrated tech stack and outsourcing tasks that he doesn't necessarily need to do himself.
#podcast #advisorpodcast
GeoWealth is featured in America's Best TAMPs, an annual due diligence guide to Turnkey Asset Management Platforms from @TWA_News. Click here to access the free guide: hubs.la/Q04rv75f0
“We want to provide scale to an advisor’s practice, no matter what shape or size they might be.” GeoWealth's Jack Hannah recently joined WealthTech on Deck to chat about ops and UMAs.🎙️Listen Now: hubs.la/Q04r2GR_0
We're proud sponsors of Schwab IMPACT 2026 in Boston on October 27-29, 2026. To learn more about GeoWealth's TAMP and UMA capabilities, schedule time with our team: hubs.la/Q04pG2hy0
GeoWealth in @FundFire: Firms Race to Overcome Tech Hurdles for Alts in Model Portfolios bit.ly/4pnKRJl Fintech providers are developing UMA platforms and distributed ledgers to trade and rebalance model portfolios with private market investments @icapitalnetwork
📱 Access your Household and Client data on the go with the GeoWealth Mobile App: bit.ly/44ft6Cb
Curious to learn about #taxlossharvesting or tech-enabled transitions into model portfolios? We're inviting financial advisors to join this webinar to see our tax overlay tools in action. Learn more and register here: linkedin.com/event/manage/74…
GeoWealth retweeted
Goldman Sachs Buys $42.5 Million Minority Stake in GeoWealth. Here’s Why. bit.ly/4rKCcQy
GeoWealth retweeted
Goldman Sachs takes board seat at Chicago wealth tech firm with $42.5M investment. Learn more here. bizjournals.com/chicago/news…
