WealthStack Roundup: GeoWealth Launches Private Model Marketplace

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.

GeoWealth, a turnkey asset management platform, introduced a Private Model Marketplace that coalesces strategies it's been amassing for the past year using models constructed by Apollo, BlackRock, Goldman Sachs Asset Management and J.P. Morgan Asset Management.

Through GeoWealth’s unified managed account technology, advisors using the platform can build custom models or pick from pre-built ones that include exposure to private markets. Users can create standalone models or combine them with public models in the same custodial account. 

“We built the Private Model Marketplace to provide advisors with a turnkey, fully managed solution that delivers private market exposure without the operational burden,” GeoWealth CEO Colin Falls said in a statement. “We believe the industry is in its early days of private markets adoption, and our purpose-built technology will help RIAs meet client demand in these asset classes.”

The move is the culmination of a series of announcements. 

In June 2024, the firm raised $18 million in growth investment funding, with BlackRock as a new lead investor. Then this past August, it raised $38 million in Series C funding led by Apollo. The two firms also announced a partnership centered on public-private model portfolios.

In addition, just over one year ago, GeoWealth announced partnerships with Goldman Sachs and iCapital centered around bringing private market options to models. It forged a similar pact with J.P. Morgan Asset Management last month.

Asset-Map Announces New Integration with eMoney Advisor

Advisors using both Asset-Map and eMoney Advisor will soon be able to import their clients’ planning data from the latter and take full advantage of the visual storytelling tools in the former, thanks to a new integration announced between the two this week.

Simply put, vast numbers of advisors rely on eMoney to perform complex and comprehensive financial planning for their clients, but using Asset-Map, advisors can visually illustrate the context of entire households and their assets, helping to simplify conversations and more clearly delineate and present household recommendations. And with the integration, Asset-Map reports can be easily dropped into the eMoney vault. 

Precise timing for access to the integration was unavailable prior to publication, but a live demonstration from both teams online is scheduled for Dec. 16 at 2 p.m. ET (registration required).

Story Continues

Evergreen Wealth Gets Investing Engine

A month after a splashy launch, the new RIA created by former Personal Capital CEO Bill Harris, Evergreen Wealth, has announced a key third-party technology partnership.

Apex Fintech Solutions Inc. will provide its AscendOS a real-time, cloud-based investment platform, to power Evergreen’s investing platform, Dynamic Portfolios.

Evergreen’s mission, once its technology stack is in place, is to serve “investors with a hyper-personalized, tax-optimized index of individual securities tuned to their specific goals, risk tolerance, tax rate and values, to deliver sophisticated, after-tax wealth management once reserved for ultra-high-net-worth clients,” according to a statement. 

Long/Short Leveraged Direct Indexing Rolled Out by Alphathena

Alphathena, which specializes in AI-enhanced direct indexing for financial advisors, announced this week the launch of Long/Short Leveraged Direct Indexing, providing advisors with access to an investing approach that was previously used by and mainly available only to institutional investors.

Using the new technology will require margin accounts at Schwab, Fidelity or Interactive Brokers, but there are no additional fees or setup required at this time.

The company launched at the end of 2022 and was named Best in Show at the 2023 Morningstar Fintech Showcase, and this year was the winner of the 2025 WealthManagement.com Industry Award for Direct Indexing.

Significant Upgrades to Core Data Processing at d1g1t

d1g1t (pronounced “digit”), an enterprise provider of advisory technology headquartered in Canada that serves the U.S. advisory market, announced this week that it has re-engineered the core data and processing layers of its platform to deliver better performance, scalability and resilience, enabling it to support millions of accounts and accelerate more complex operations, including reporting, rebalancing and billing.

According to the firm, the updates allow for faster load times, boosted performance for real-time calculations and data rendering. Core components have also been upgraded to reduce disruptions and ensure uptime. There have also been improvements in linking research to individual securities meant to help streamline due diligence.

The firm rolled out extensive billing features and a Unified Managed Accounts framework a year ago.

PreciseFP Gets an Interface Refresh, New AI-Driven Form Builder

PreciseFP, the venerable client engagement and data gathering tool popular with advisors and acquired by Docupace in 2021, announced a significant upgrade to its user interface as well as new AI tools this week. 

The interface refresh is meant to streamline navigation and present a cleaner, more simplified layout, while the AI Template Builder, which is in beta, enables firms to create complete, client-ready forms in seconds, drastically reducing prep times.

Docupace recently rolled out integrations with Focal, Flextract and Zocks.

View Comments