Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Dynamic Advisor Solutions blends robust investment support with a purpose-built technology platform designed to eliminate friction and support scalable growth. CTO Justin Patrick shares how the firm’s advisor-first design philosophy and deep integration strategy give it an edge in a fast-changing TAMP environment.
The funding will primarily accelerate innovation in GeoWealth’s UMA capabilities, while also strengthening the core technology foundation for its next phase of growth. As part of the use of proceeds in this round, GeoWealth has also completed the acquisition of the TAMP assets from Freedom Advisors.