SURROUND YOURSELF
WITH THE BEST.

SURROUND YOURSELF WITH THE BEST.

Built from the ground-up by successful advisors and back office experts that understand advisors, Geneos seeks to foster a culture of caring, professionalism, and progressive problem—solving backed by a proven track record of success-an environment where you can truly thrive.

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Two consecutive Run Smarter Awards from Laserfiche

Seven-time winner of Broker/Dealer of the Year by Investment Advisor

OUR COMMITMENT.

PARTNERS IN YOUR VISION.

For a successful partnership to happen, both parties need to be truly invested and committed, with each making efforts to secure the other's best interests. On our part, it's all about developing relationships. That means acting as a full-service resource center, delivering you world-class service, an open architecture approach, and efficient, customized technology that's tailored to your needs. It also means we take the time to really understand you and your business; when you call our home office, you have the assurance that you know the people you're calling as much as they know you. On your part? Help us continue to foster a culture of collaboration, entrepreneurship, and success.

A CULTURE OF SUCCESS.

THE LAST FIRM YOU'LL EVER NEED.

Before Geneos was even founded, we knew that we wanted to be a firm that reflects the needs of successful, driven advisors, a firm that prioritizes concierge services and fostering connectivity. With that goal in mind, we're very purposeful when selecting the advisors we work with. On one hand, it allows us to preserve the highly personalized, relationship-focused nature of our firm. On the other, it ensures that we only work with the most successful, highly-qualified advisors in our industry.

Selective? Yes—but it means that those who associate with us are among the best in the business.

Meet the Team

INNOVATIVE TOOLS FOR A DIGITAL WORLD.

PROGRESSIVE SOLUTIONS, PERSONAL SUPPORT.

We're problem solvers, not product pushers. Our cutting-edge technology solutions were designed with the capability to support a wide range of business models, giving you the ability to focus more time on nurturing relationships and growing your practice. From portfolio analytics to trading, accounting to OSJ reporting, our platform is equipped to provide you with the tools you need to meet and exceed your professional goals—and those of your clients.

LASERFICHE

LaserFiche is a powerful image documenting system seamlessly integrated with Nexus. Store, organize, and manage your client, firm, or company files in Laserfiche’s efficient file managing system. Through the Nexus User Interface, you can access your client’s Laserfiche documents any time you need to.

ALBRIDGE

Albridge Solutions, Inc. (Albridge) has established itself as a leading provider of data management and financial technology solutions for financial services companies. Our award-winning Albridge Wealth Reporting™ solution has received top honors in surveys conducted by leading publications, including Financial Planning and InvestmentNews.

NEXUS

Designed to provide transparency in business processes and improve operational efficiency, Nexus empowers Geneos to strengthen our BD-Advisor partnership. By streamlining the home office workflow and providing powerful technology to the advisor, everyday tasks can be completed faster and with more accuracy. We work smarter, increasing productivity, reducing costs and streamlining processes.

LASERAPP

LaserApp provides the latest in cloud form management. Access LaserApp’s massive library of financial forms or generate pre-populated forms with your client’s information from the Nexus Platform. What’s more, with the Signix integration, you are even able to access your documents for client signatures on the road. Your next meeting with a client can be completely paperless with Signix’s E-signature technology.

PROOFPOINT
SECURITY
TRAINING

Geneos Wealth Management provides extensive Cyber Security Training for you and your office staff through Proofpoint Security Training. Using various methods, from education modules to phishing simulations, Geneos Wealth Management trains every person in our home office as well as the advisor’s office.

CLEVERDOME

An end-to-end security suite that ensures the information you send gets to its intended destination securely. By designating secure devices to send sensitive information and utilizing networks and encryption methods faster and more secure than VPN, Cleverdome guarantees the safety of your office’s sensitive information.

NEOCERTIFIED

NeoCertified is a secure communications provider providing commercial-grade digital security and encryption solutions to businesses, corporations, associations, and home users since 2002. Secure Email is Neocertified’s cornerstone security solution, which operates across a protected, versatile cloud-based portal.

IMAGINE YOURSELF HERE.

Progressive solutions, cutting edge technology, a relationship-driven environment; these are the things an advisor like you deserves.

Welcome to the Geneos family.

LET'S TALK

SURROUND YOURSELFWITH THE BEST.