Modern Marketplace Ecosystems: From Investment Solutions to Local Creatives
Modern commerce is defined by specialized platforms. Our marketplace features over 250 models from over 50 industry-leading asset managers, and continues to grow each quarter. GeoWealth’s TAMP allows for the seamless delivery of both advisor-managed and third-party model portfolios, or a combination of the two. Our investment technology provides firms with the tools they need to build compliant and scalable solutions while staying ahead of their clients’ unique needs.
Investment Philosophy and Process
Our Asset Management Team takes a flexible and consultative approach to designing investment solutions and programs for RIAs. Regarding our operational standards, we utilize proprietary due diligence and evaluation processes that each model is subject to before inclusion on the model marketplace, plus the annual screening process executed each year for continued inclusion.
Co-CreatED: A Professional Development Marketplace
In the education sector, Co-CreatED is the 1st & only professional development marketplace. The platform is transforming professional development by making quality transparent, amplifying teacher voice, and simplifying connection between providers and schools. This initiative was founded by Jen Owen, who loves connecting people and bringing people together, especially in ways that break down silos or span the differences that divide us.
Supporting Local Creative Communities and Small Businesses
Market in the Alley today supports well over 400 local small businesses throughout our city. Akin Cooperative and Market in the Alley are hyper focused on our local creative community – creating opportunities to highlight them and get their work in front of a larger audience. We also launched our Grant Program, helping support small businesses with their growth. Another exciting opportunity was partnering with the Super Bowl Host Committee to create custom gifting items for the NFL owners.
Specialty Retail and Artisanal Markets
Explore gifts, clothing, jewelry and exotic yarns at The Marketplace at Copps Hill Common. The following local businesses offer unique services:
- 109 Cheese & Wine: offers a curated selection of fine cheeses, wines, and gourmet products in Ridgefield, Connecticut.
- Ross Artisanal Bakery & Cafe: offers freshly baked organic breads and pastries in a cozy, European-inspired setting.
- À Table: offers artisanal prepared foods, rotisserie items, and pastries inspired by the joy of sharing meals.
- Southwest Café: offers vibrant Southwestern-inspired cuisine in a welcoming atmosphere.
- Ridgefield Organics & Specialty Market: offers curated organic produce, specialty groceries, and freshly prepared seasonal foods for food enthusiasts.
Marketplace Data Overview
The following table summarizes the reach and scale of the platforms discussed:
| Marketplace Name | Focus Area | Network Size / Scale |
|---|---|---|
| GeoWealth | Investment Solutions | 250+ models from 50+ asset managers |
| Market in the Alley | Local Small Businesses | 400+ local small businesses |
| Akin Cooperative | Local Creatives | 50+ local creatives |
| Co-CreatED | K-12 Education | 1st and only marketplace for professional development |
