
11 - 50 employees
Founded 2015
πΈ Finance
π€ B2B
π³ Fintech
Finance β’ B2B β’ 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.
π₯ 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.