Partnerships with Apollo, BlackRock, Goldman Sachs Asset Management and J.P. Morgan Asset Management bring advisors institutional caliber portfolios consisting of private market funds
GeoWealth, a leading proprietary technology and turnkey asset management platform (TAMP), has announced the launch of its Private Model Marketplace, a groundbreaking solution designed to redefine how registered investment advisors (RIAs) integrate private markets into client portfolios. Built on GeoWealth’s advanced Unified Managed Account (UMA) technology, the platform enables advisors to create fully managed custom models or select from pre-built models developed by industry giants such as Apollo, BlackRock, Goldman Sachs Asset Management, and J.P. Morgan Asset Management.
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The Private Model Marketplace gives advisors access to professionally managed private fund models comprising a range of semi-liquid alternative products. Unlike traditional “paper” alternative models, GeoWealth’s platform enables seamless rebalancing, cash management, and portfolio integration. These private models can function as standalone portfolios or be combined with public market models within a single custodial account. To further enhance the experience, GeoWealth has partnered with iCapital to streamline subscription documentation and integrate the multi-fund subscription process directly into the platform.
“While private investments have been available to advisors for years, the industry has lacked a scalable technology framework that allows seamless integration of public and private assets,” said Colin Falls, CEO of GeoWealth. “We developed the Private Model Marketplace to give advisors a turnkey, fully managed solution that provides access to private markets without the operational complexity. We believe this is just the beginning of broader private market adoption, and our technology is built to help RIAs meet growing client demand.”
The platform simplifies the management of private investments by accounting for subscription timelines, liquidity restrictions, and cash requirements. Through GeoWealth’s unique UMA sub-accounting system, advisors can efficiently blend multiple asset classes within a single account to deliver enhanced diversification, personalization, and allocation precision. Additionally, GeoWealth’s dedicated service team assists with trading, rebalancing, billing, and performance reporting, helping advisors reduce operational workload and focus on client relationships.
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Jen Wing, SVP, Chief Investment Officer, and Head of Investment Solutions at GeoWealth, emphasized the growing importance of private markets for investors: “Clients today are looking for new ways to diversify and grow their portfolios. Many advisors recognize the potential of private markets but face barriers in implementation. The Private Model Marketplace bridges that gap by providing institutional-quality private market models from leading asset managers, giving advisors a scalable, effective solution to meet client needs.”
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With this launch, GeoWealth continues to position itself as an innovator in wealth management technology—empowering RIAs to access new asset classes, improve efficiency, and deliver superior outcomes for clients seeking growth and diversification.
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Source : businesswire