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software
GeoWealth
1 creator use or recommend it
1 use
Last discussed Jul 21, 2026
A turnkey asset management platform (TAMP) for RIAs that supports portfolio construction, sleeve-based account management, automated trading, and rebalancing.
Recently discussed in
Ep 499: 4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsou...
Ryan Townsley · Jul 21, 2026
What creators say
RT
Ryan Townsley
uses
Used for: Implementing time-segmented retirement portfolios using sleeves, automating distributions from specific sleeves, auto-trading the equity portion, managing rebalancing across 155 client portfolios
Praised: Sleeve-based portfolio construction matches their time segmentation strategy,...
vs: Replaced in-house trading and investment management; previously doing all inv...
"We went with GeoWealth and GeoWealth, for the way that we do especially retirement portfolios, has been a game changer. GeoWealth is really good at doing segmentation — that's the whole point of it. It's a sleeve-building platform. I can have my y..."
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