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 ...

Simplified Access Made Possible by GeoWealth and iCapital’s Technology Models provide customizable access to private markets alongside public markets in a single account NEW YORK--(BUSINESS ...

Managing public and private markets allocations in one place is the focus of a new solution for RIAs that has just been launched by Goldman Sachs Asset Management. The firm has extended its broad ...

BlackRock has gone live with a first-of-its-kind customizable public-private model portfolio within a Unified Managed Account (UMA). The models are powered by GeoWealth’s UMA technology and supported ...

As financial advisors continue to embrace model portfolios, asset managers have been building up their offerings in the space. One of the world’s biggest asset managers, BlackRock, already provides ...

On Tuesday, Goldman Sachs Asset Management announced that it’s partnering with two fintech firms to create model portfolios including both public and private investments. In a press release, the firm ...

GeoWealth, a Chicago-based turnkey asset management platform, raised $38 million in Series C funding led by Apollo. The two firms also announced a partnership centered on public-private model ...