GeoWealth app is shown to prospective clients of GeoWealth Management, LLC
About GeoWealth
GeoWealth is a finance app developed by GeoWealth Management, LLC.
Download Statistics
GeoWealth has been downloaded 53 times. In the last 30 days, the app was downloaded 9 times.
User Ratings
The app has no ratings yet.
App Information
GeoWealth is FREE to download. The APK download size is 68.15 MB. The latest version available is 3.5.1. The last update was on May 19, 2026.
Technical Requirements
The app has a content rating of Everyone. The app has been available on Google Play August 2024.
Description
This app is designed exclusively for Financial Advisors that utilize the GeoWealth platform and their clients.
View consolidated investment information and documents on the go with GeoWealth’s app.
As a Financial Advisor, View your Assets Under Management, Asset Flows and trading Service Requests across your book of business Access your Households, Clients, Prospects, and Groups and all related Account details, including asset allocation, performance, portfolios, holdings, and transactions Search across Households, Clients, Prospects, and Groups to view contact information and access each contact’s documents
As a Client of a Financial Advisor that uses GeoWealth: View your Account details, related activity, and performance information See asset allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app Access documents shared to you by your Financial Advisor GeoWealth’s app is only available by invite from your Financial Advisor. If you already have access, download the app and log in to get started today.=
ABOUT GEOWEALTH
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Learn more at geowealth.com.
Get a detailed PDF report for GeoWealth with download trends, rating history,
and key performance statistics — useful for competitive research or tracking your own app.
Learn more
Are you the developer of this app? Join us for free to see more information about your app and learn how we can help you promote and earn money with your app.
We haven't collected library information for this app yet. You can use the AppBrain
Ad Detector app to detect libraries in apps installed on your device.
Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.
