GeoWealth
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GeoWealth is the Advisor’s TAMP: Integrated Technology + Investment Solutions + Outsourced Back Office
GeoWealth provides wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of RIAs by helping them grow faster and serve their clients more efficiently.
GeoWealth Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our hybrid work policy allows Chicago-based employees to work from home two days a week.
Typical time on-site:
3 days a week
Chicago, IL
Perks + Benefits
Technology We Use
C++
LANGUAGES
Java
LANGUAGES
JavaScript
LANGUAGES
Oracle
DATABASES
Python
LANGUAGES
React
LIBRARIES
SQL
LANGUAGES
SQLite
DATABASES
Asana
PROJECT MANAGEMENT
Canva
DESIGN
Figma
DESIGN
Google Analytics
ANALYTICS
Google Drive
PROJECT MANAGEMENT
Illustrator
DESIGN
JIRA
PROJECT MANAGEMENT
Monday.com
PROJECT MANAGEMENT
Photoshop
DESIGN
Sketch
DESIGN
Constant Contact
EMAIL
DocuSign
CRM
HubSpot
CRM
Salesforce
CRM
Wordpress
CMS
HubSpot
LEAD GEN
6Sense
LEAD GEN
Discovery Data
LEAD GEN
HubSpot
EMAIL
Asana
PROJECT MANAGEMENT
Microsoft Teams
COLLABORATION
Monday.com
PROJECT MANAGEMENT
Slack
COLLABORATION
Zoom
COLLABORATION
