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GeoWealth's Record $28 Billion Assets
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GeoWealth, a proprietary technology platform, has achieved record assets of over $28 billion, with a remarkable 45% year-over-year growth rate. It supports over 180,000 RIA accounts and offers various upgrades to meet advisor requirements. GeoWealth is based in Chicago, IL.
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How does GeoWealth's platform support and enhance the operations of RIA accounts?
What factors contributed to GeoWealth's impressive 45% year-over-year growth rate?
What potential challenges or opportunities might GeoWealth face in its further expansion and enhancements?
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