.jpg){kind=avatar}
Chicago based turnkey asset management platform for registered investment advisors raised $42.5m in Series C funding led by Goldman Sachs.
Increasingly, advisors, RIAs in particular, are living in a complex world, and convergence of public and private investments, and the tax ramifications they are working with are extensive for high-net-worth clients and GeoWealth is developing technology in a deliberate, cohesive fashion to serve them,
More posts by Chris King
Recent posts from News by FinTech Collective