At #iCaptialCONNECT2025? Join GeoWealth President & COO, Jack Hannah, Morningstar, Inc. CEO, Kunal Kapoor, and Envestnet Group President, Molly Weiss, tomorrow morning. The panel will be moderated by iCapital CPO Jason Broder.

#PRESSRELEASE: BlackRock Goes Live with First-of-its-Kind Public-Private Model Portfolios Powered by GeoWealth & iCapital bit.ly/4hQBhsJ Launch marks the first time a customizable model portfolio with both #alts and public market assets is available in a UMA.

BlackRock has just gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account. This simplified access is made possible by GeoWealth Is The Advisor's TAMP and iCapital, and enables customizable access to private markets alongside public

Today at #iCapitalCONNECT2025, GeoWealth's President & COO, Jack Hannah, joined a panel to shine a light on the new technologies and partnerships enabling the delivery of public-private portfolios in one account iCapital

Today BlackRock introduced a new investment platform that allows financial advisors to manage both public and private market assets within a single account: alternativeswatch.com/2025/03/26/bla… iCapital GeoWealth Is The Advisor's TAMP

🚀NEWS: UMA TECHNOLOGY🚀 BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio powered by GeoWealth Is The Advisor's TAMP's proprietary UMA technology and supported by iCapital’s underlying technology capabilities. businesswire.com/news/home/2025…

While the market headlines are arriving fast and furious this morning, we're delivering a #tariff Special Edition #marketcommentary. Remember that market downturns are normal and your portfolio was built for the long haul: bit.ly/4ctIPRs

That’s a wrap on the 2025 Sowell Management Investment Symposium! Surf and Sand Resort brought the views—our advisors + partners brought strategy, insight, and momentum. Onward. #SowellSymposium #AdvisorGrowth #OCIO #WealthManagement Rayliant Goldman Sachs GeoWealth Is The Advisor's TAMP Forum Investment Group

🔥NEWS🔥 Goldman Sachs Asset Management is now offering total portfolios of public and private investments in a single account for RIAs, in partnership with GeoWealth Is The Advisor's TAMP and iCapital. am.gs.com/en-us/institut…

How do you bring private markets into unified managed account (UMA) structures seamlessly? Watch this Monthly Alts Pulse to learn about iCapital’s partnership with GeoWealth Is The Advisor's TAMP and BlackRock on the first solution to implement private assets through UMA: bit.ly/3Sa4hl7

✨ In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Jen Wing, chief investment officer GeoWealth Is The Advisor's TAMP. Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future

As private markets grow and firms seek to distribute their strategies to a wider investor base, a range of technology solutions is aiding efforts. Explore Cerulli’s Private Markets Technology Map to better understand the support ecosystem! cerulli.com/private-market… Daniil Shapiro 🇺🇦

GeoWealth is featured in Cerulli's Private Markets Technology Vendor map. Explore here:

GeoWealth’s Brendan Falls On Alternative Investment Model Portfolios In A TAMP riachannel.com/geowealths-bre… via @riachannel

Did you know? ➡️ GeoWealth trades your advisor-managed models. Schedule a demo to learn more.

Did you know? ➡️ GeoWealth white-labels your advisor and client portals to your brand – logo, color palette, and more. Schedule a demo to learn more.

NEWS: GeoWealth Secures $38 Million in Series C Funding Led by Apollo bit.ly/3UfLhTc. In tandem, GeoWealth and Apollo have formed a strategic partnership to transform how private market funds are integrated into model portfolios for the RIA community.

💰NEWS: FUNDING💰 GeoWealth Is The Advisor's TAMP has raised a $38 million Series C funding round led by Apollo Global Management, Inc.. In tandem, GeoWealth and Apollo have formed a strategic partnership to expand access to customizable public-private model portfolios for RIAs. businesswire.com/news/home/2025…

Did you know? ➡️ GeoWealth makes it easy for RIAs to research, compare, and invest in model portfolios - UMAs, SMAs, and stock models. Schedule a demo to learn more.

Did you know? ➡️ GeoWealth gives you real-time ticketing updates on your trading orders and account service requests. Schedule a demo to learn more.