GeoWealth in America's Best TAMPs
For the sixth year in a row, we’re proud to be listed among America’s Best TAMPs in the annual report curated by The Wealth Advisor. We are honored to take our place among other industry leaders seeking to deliver differentiated, turnkey solutions to financial advisors. The 2025 edition of America's Best TAMPs is now available for download with in-depth features on the most dynamic providers in the TAMP market.
In this blog post, we are highlighting what advisors and home offices should know about GeoWealth as they evaluate the right platform for their firm. No two TAMPs are exactly alike, so due diligence is the key to finding the right provider for your needs.
The State of the Industry: 2025
The Wealth Advisor's editors conduct a poll of investment advisors each year, with the latest poll showing that 45% of advisors are professionally engaged with at least one TAMP. The editors point to GeoWealth's recent fundraising from firms like J.P. Morgan and BlackRock as an indication of strong institutional confidence in the sector's future.
They say that the path to this multi-trillion dollar ecosystem has been paved by three key trends:
- Advisors increasingly recognize that outsourcing investment management can free them to focus on client relationships and practice growth.
- Technological advances have made sophisticated portfolio management tools more accessible than ever.
- The growing complexity of investment options and regulatory requirements has made the TAMP value proposition more compelling.
"As TAMPs continue to innovate and expand their capabilities, they're not just providing investment solutions; they're reshaping how advisors build and scale their practices in an increasingly complex financial landscape." – Scott Martin, Editor-in-Chief.
GeoWealth's Growth
In the report, The Wealth Advisor tabulates the 10 fastest-growing TAMPs based on annualized growth rate between 2021 and 2024. In this methodology, GeoWealth is spotlighted as the third-fastest growing TAMP at ~26% annual growth, representing an inflow of $14 billion in platform assets during that three-year period. As of publication, GeoWealth has $32.0 billion in platform assets.
Smartleaf was identified as the fastest-growing TAMP with a total of$2.5 billion in platform assets, followed by Amplify with a total of $19.0 billion.
A Note from GeoWealth's CEO, Colin Falls
"Scalability. Flexibility. Choice. These principals guide GeoWealth and inform the strategy and product development of our enterprise technology platform built for RIAs. Whether firms are looking to streamline operations, improve client service, or scale their business, GeoWealth is committed to helping RIAs of any size optimize their practices.
Anchored by our proprietary portfolio accounting system and innovative UMA technology, GeoWealth’s tech-enabled, advisor-driven infrastructure marries a modern and continuously improving technology ecosystem with high-touch service and customer support.
GeoWealth supports both advisor-managed models and third-party models from leading asset managers, complemented by outsourced back-office services (billing, trading, aggregation, and more). Supporting a wide array of investment use cases, GeoWealth enables advisors to manage customizable portfolios that are appropriately tailored to help advisors serve their clients unique needs.
In redefining the Turnkey Asset Management space, GeoWealth transforms ‘Platform’ into ‘Partner’ through meaningful integrations, enhanced customization, and continuous innovation—ensuring advisors can scale efficiently and deliver exceptional client experiences." – Colin Falls, Chief Executive Officer.
Our Strategic Features Highlighted in the Report:
GeoWealth's profile in the 2025 edition of America's Best TAMPs lists the strategic features that we make available to RIAs and Home Offices to support their efficiency and scaling:
Account Aggregation
Account Rebalancing
Alternative Investment Platform
Client-Facing Performance Reviews
Client Portal
White-labeled for Desktop & App
Compliance Tools
Custodian Agnostic
Customized Portfolios
Custom Reporting Suite
Direct Indexing
Institutional Client Support
Integrations with Third-party Platforms
Industry-leading Partners
Investment Policy Statements
iPhone or Android App
Model Marketplace
Private Labeling
Research & Due Diligence
Risk Management Tools
Tax Loss Harvesting
Unified or Smart Billing
To stand among our distinguished peers and maintain consistent growth year-over-year is a testament to the dedication of our team and the faith of the advisors we serve. Advisors put their trust in us to consistently deliver solutions to their problems, and we don’t take that responsibility lightly.
To help advisors solve their three biggest challenges, we designed our technology to consistently deliver three simple things: Scalability, Flexibility, and Choice.
We built GeoWealth to be solution-oriented. Advisors’ needs and wants will always inform the direction of our offering. Since our founding in 2010, GeoWealth has sought to push the definition of 'TAMP' forward. We're proud to be recognized as one of America's Best TAMPs as we pursue that vision.
To see GeoWealth in action, schedule a demo with our team today.
disclosure
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization.
