GeoWealth is a finance app developed by GeoWealth Management, LLC.
How many times has GeoWealth been downloaded?
GeoWealth has been downloaded 53 times. In the last 30 days, the app was downloaded 9 times.
What is the rating of GeoWealth?
GeoWealth has no ratings yet.
Is GeoWealth free?
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.
What are the requirements for GeoWealth?
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.
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