GeoWealth Introduces Premier Private Model Marketplace in the Industry

Introduction of Private Model Marketplace: GeoWealth has launched its Private Model Marketplace, a technology platform designed to help registered investment advisors (RIAs) integrate private market investments into client portfolios using unified managed account (UMA) technology.

Access to Managed Private Fund Models: The marketplace offers advisors access to professionally-managed private fund models from major asset managers like Apollo, BlackRock, Goldman Sachs, and J.P. Morgan, facilitating rebalancing and cash management.

Streamlined Management of Private Investments: GeoWealth's technology simplifies the management of private investments by addressing subscription timelines, liquidity restrictions, and cash requirements, allowing for enhanced diversification and efficiency.

Support for Advisors: The platform provides a dedicated service team to assist advisors with rebalancing, trading, reporting, and portfolio accounting, reducing the operational burden associated with private market investing.