
11 - 50 employees
Founded 2015
💸 Finance
🤝 B2B
💳 Fintech
Finance • B2B • Fintech
Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.
🔥 1 hour ago
Tax Senior Associate managing tax compliance and planning for high-net-worth clients at Geometric Wealth Advisors. Collaborating with tax team and Wealth Advisors to meet complex financial needs.