MARCH 23, 2023
A Stronger Solution Set for RIAs of any Size or Stage:
GeoWealth's acquisition of First Ascent empowers us to better serve growth-minded registered investment advisors (RIAs) of all sizes with our robust, full-service TAMP platform.
This news also reflects our continued commitment to delivering a flexible, customizable and user-friendly platform designed to help advisors better serve their clients and achieve greater efficiency within their practice. First Ascent’s boutique offering will further bolster our service model, enabling us to expand our focus to serving RIAs ranging from growth-oriented state-registered firms to multi-office national brands.
Read the press release for more details on this exciting news:
“When we first met the GeoWealth team, I remarked that First Ascent should have been built on top of its integrated technology – that’s how seamless and user-friendly it is,” added Scott MacKillop, CEO of First Ascent. “First Ascent was designed to maximize the benefits of the TAMP business model for fiduciary advisors. I’m thrilled to join forces with GeoWealth as we share a dedication to outstanding service and empowering advisors to deliver top-tier investment management programs.”
Want to learn more?
With a collective $21 billion in platform assets, GeoWealth and First Ascent offer a compelling integrated technology, and full-service support model to meet the needs of RIAs seeking to scale their business and maximize client's wealth.
For more information about the acquisition, answers to specific questions, or to schedule a demo of the platform, fill out this form.
MEDIA INQUIRIES:
Direct press inquires can be sent to GeoWealth at connect@geowealth.com or to StreetCred PR at geowealth@streetcredpr.com .
“By combining GeoWealth’s robust technology with First Ascent’s full-service approach, we’re able to serve the broader community of independent advisors. Whether it’s a breakaway firm or a multi-billion-dollar RIA, we can provide a seamless experience that allows them to provide best-in-class client service and scale their businesses on their own terms.”
— Colin Falls, President & CEO of GeoWealth
GeoWealth Acquires First Ascent Asset Management
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TAMP Merger: GeoWealth to Acquire First Ascent
A message from First Ascent CEO, Scott MacKillop
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model and fully offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Founded in 2010, GeoWealth is headquartered in Chicago, IL.
CONNECT WITH GEOWEALTH:
First Ascent is based in Denver, CO and provides outsourced portfolio management services to financial advisors and their clients. The firm's founder, Scott MacKillop, is a 45-year veteran of the financial services industry and has been providing asset management services to financial advisors for over 30 years. First Ascent is registered as an investment adviser with the SEC.
CONNECT WITH FIRST ASCENT: