Adhesion Wealth: Model Marketplace vs TAMP

GeoWealth is transforming wealth management by seamlessly integrating private and public markets into a single unified platform. Its UMA technology aims to solve the operational complexity of combining illiquid investments with daily portfolio management—to deliver institutional-grade sophistication with boutique-level customization. Backed by BlackRock, Goldman Sachs, and Apollo, GeoWealth enables RIAs to offer clients diversification through custom model portfolios, automated rebalancing, tax optimization, and scalable private markets access without sacrificing brand identity or operational efficiency.