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Articles tagged "GeoWealth"


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Scott MacKillop: I may be a bit of a freak of nature, but I still like climbing big mountains.

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

Colin Falls: 'To compete as a TAMP, you have to be a technology company.'

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

January 22, 2022 at 3:15 AM

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