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GeoWealth Surpasses $13 Billion in Assets on Advisor Platform, $4.5 Billion in Assets Under Management
GeoWealth poised for rapid expansion in 2021 as financial advisors continue to prioritize digitized tools and outsourced solutions
CHICAGO, IL / ACCESSWIRE / January 26, 2021 / GeoWealth, a leading financial technology and investment advisory firm, today announced that it has surpassed $13 billion in assets on its advisor platform and substantially grew assets under management (AUM) through 2020 to hit a highwater mark of $4.5 billion in December 2020, representing more than 100 percent growth in AUM from December 2019. Serving financial advisors and the broader investment community with its next-generation turnkey asset management platform (TAMP), GeoWealth now has over 800 users on its platform and powers more than 80,000 client accounts.