June 8, 2023 •OneAscent
FOR IMMEDIATE RELEASE
Contact: Samantha Vance
OneAscent Financial
(205) 847-1343
svance@oneascent.com
ONEASCENT FINANCIAL PARTNERS WITH GEOWEALTH, EXPANDS PLATFORM OFFERINGS FOR FINANCIAL ADVISORS
BIRMINGHAM, Ala., June 8, 2023 – OneAscent Financial is proud to announce its partnership with GeoWealth, a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. With this partnership, OneAscent expands the breadth of technology and investments solutions available to financial advisors within the OneAscent ecosystem.
"OneAscent’s mission is to empower advisors to advance the Kingdom. By partnering with GeoWealth, our advisors are able to grow faster and serve clients more efficiently through access to turnkey solutions,” said OneAscent Co-Founder, COO and President of Financial Services Rob Grubb.
Founded in 2010, GeoWealth is headquartered in Chicago. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more.
“We’re excited to partner with OneAscent Financial to deliver modern and flexible solutions to their investment advisors, allowing them to serve their clients more efficiently,” said Colin Falls, CEO of GeoWealth. “There’s no doubt that OneAscent is cultivating a values-focused environment for independent-minded advisors.”
In addition to this new TAMP offering, OneAscent Financial’s comprehensive, faith-based platform gives financial advisors marketing, investments, operations, compliance and technology solutions that empower advisors to focus on their highest and best use. The OneAscent Financial platform is utilized by 56 advisors representing 25 firms across North America.
ABOUT ONEASCENT
OneAscent is a family of Kingdom-minded companies driven by our mission to empower stewards to thrive in life and legacy and to bless humanity through values-based financial solutions. OneAscent Financial Services provides a platform for faith-driven financial advisors who desire to be a part of something bigger than themselves. Our values-aligned, Kingdom-driven solutions allow advisors to gain freedom, stimulate growth and amplify their impact.
OneAscent is headquartered in Birmingham, Ala., and serves clients through office locations across the United States.
For more information about OneAscent Financial Services, please visit financial.oneascent.com.
Follow OneAscent Financial on Facebook and LinkedIn.
###