GeoWealth
Chicago TAMP and software provider with a model marketplace and private-markets models.
geowealth.comGeoWealth provides separately managed accounts, unified managed accounts, a model marketplace, alternatives and direct indexing, along with trading, billing and reporting tools. The site lists partners including Apollo, BlackRock, Goldman Sachs and iCapital.
Goldman Sachs added a $42.5 million minority investment in March 2026, extending a Series C round to $80.5 million.
What it does
- TAMP
- Model marketplace
- Unified managed accounts
- Direct indexing
- Trading and rebalancing
- Billing and reporting
Works with
Integrations
As listed by GeoWealth.
Coverage
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