Articles tagged "GeoWealth"
Scott MacKillop got his flat-fee startup to $1.4 billion in eight years, negotiated its sale over nine months and largely got friends and family investors cashed out
The First Ascent sale means the Denver-based founder's second ascent as head of a GeoWealth holding won't be beset with worry about cash burn, not least because free GeoWealth software puts it into the black -- and makes it more of a TAMP than an investment manager
April 5, 2023 at 8:05 PM
GeoWealth raises $19 Million to out-tech Orion, SEI, AssetMark and Envestnet on RIA outsourcing but then goes after their talent, too
The Chicago TAMP grew fourfold in four years before J.P. Morgan Asset Management and Kayne Anderson Capital Advisors made a big investment in the recharged no-name