GeoWealth Tech Stack

Turnkey asset management platform for registered investment advisors

Financial Services Chicago, IL 51–200 employees Founded 2010 Privately Held

GeoWealth is a TAMP built specifically for RIAs, combining advisor tools with investment strategies on an open-architecture platform. The tech stack (Oracle, Python, JavaScript, and multiple test frameworks) and active projects—data warehouse design, composite performance reporting, fee schedules, model mapping—reveal a company focused on data infrastructure and operational automation. Pain points cluster around onboarding friction and data accuracy during client transitions, indicating GeoWealth is scaling from advisor adoption toward enterprise client success.

Tech Stack 14 technologies

Core StackOracle Jira Azure DevOps Selenium Cypress Playwright Python JavaScript TestRail Appium Bash

What GeoWealth Is Building

◆Challenges

Onboarding ria firms to platform
Ensuring smooth adoption
Data accuracy for transition projects
Reduce replication
Improve database design
Reducing manual intervention
Strengthening data validation controls
Ensuring model integration
Client onboarding and adoption
Client retention and expansion

▲Active Projects

Model mapping
Fee schedule implementation
Historical performance imports
Data warehouse design
Composite performance and reporting
Data integrity and asset classification
Enterprise-facing rollout of new products, services, and platform enhancements
Build and scale the enterprise solutions function

Hiring Activity

Accelerating5 roles · 3 in 30d

Department

Engineering

Data

Product

Sales

Seniority

Senior

Mid

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About GeoWealth

GeoWealth provides a turnkey asset management platform designed for registered investment advisors. The product integrates portfolio management, back-office operations, billing, reporting, and model portfolios into a single advisor-facing suite. Founded in 2010 and based in Chicago, the company serves mid-market RIA firms with customizable, open-architecture solutions that address the full wealth management lifecycle—from client onboarding through ongoing portfolio servicing. The platform supports model-driven investing, composite performance tracking, and multi-account aggregation and reconciliation.

HeadquartersChicago, IL

Company Size51–200 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What technology stack does GeoWealth use?

Oracle for database infrastructure, Python and JavaScript for development, Azure DevOps for CI/CD, and multiple testing frameworks (Selenium, Cypress, Playwright, Appium) for QA across web and mobile.

What is GeoWealth currently building?

Active projects include data warehouse design, fee schedule implementation, composite performance and reporting, model mapping and integration, historical performance imports, and enterprise solutions buildout for larger RIA client deployments.