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Overview
GeoWealth is a leading investment advisory firm which provides a financial technology and turnkey asset management platform (TAMP), combined with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.
Locations
Employees
Since
Chicago, IL, USA252002
Sofia, Bulgaria302010
Product
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Our next generation end-to-end advisor platform is modern and always evolving. Accessible through one interface, it provides a holistic solution, assisting Advisors with technology, investment, and back-office needs.
Achievements
Strategic investment from J.P.Morgan Asset Management
GeoWealth Surpasses $13 Billion in Assets on Advisor Platform, $4.5 Billion in Assets Under Management
GeoWealth and Foreside Financial Group Announce Strategic Alliance
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Culture and perks
Culture
Highly-skilled, collaborative and supportive team
You will be part of our super-talented and experienced technology team focused on delivering the latest and most innovative solutions for investment advisors
Exchange of ideas, open communication and recognition
You will be encouraged to share your opinion, insights, and feedback, so we could learn, develop, and succeed together
Trust, respect and authority
You will be trusted and authorized to make choices and deliver results that matter
Attractive compensation and benefits package
We strive to attract, retain and develop our top talent and offer competitive salaries and perks
Values
Collaboration and respect
Authority and trust
Open and transparent communication
Agility and innovation
Work-life balance
Find a job in one of the best tech companies in Bulgaria
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