GeoWealth Introduces Premier Private Model Marketplace in the Industry
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: Nov 05 20250mins
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.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
