Tag: TAMP

GeoWealth has launched its Private Model Marketplace, a new platform designed to redefine how registered investment advisors (RIAs) incorporate private markets into client portfolios. The...

Dynasty Financial Partners, a provider of technology-enabled wealth management solutions for independent financial advisers, has entered into a strategic deal with Abacus Global Management, a Nasdaq-listed alternative asset manager.

GeoWealth, a FinTech firm offering a proprietary technology platform and turnkey asset management platform, has secured $38m in its Series C funding round. The round...

Dynasty Financial Partners, a prominent player in the FinTech sector, has successfully closed a minority capital raise aimed at accelerating its growth trajectory.

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and FinTech innovator, has successfully closed a significant funding round.

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, today announced a significant $18m growth investment.