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 ...

In March, BlackRock announced a partnership with alternative investment marketplace iCapital and tech-based asset management platform GeoWealth, offering a customisable public-private model portfolio ...

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 ...

The Current State of Model Portfolios Challenges Facing Private-Market Allocation in Model Portfolios Deeper, More Selective Relationships Between Advisors and Asset Managers The Future of Model ...

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 ...

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 ...

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 WIRE)-- ...

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 ...

OctoAI (formerly known as OctoML), announced the launch of OctoStack, its new end-to-end solution for deploying generative AI models in a company’s private cloud, be that on-premises or in a virtual ...