About Grove Point Financial
Grove Point Financial is a Financial Services company based in Rockville (United States) founded in 1984, and was acquired by Atria Wealth Solutions in April 2023. Provider of financial advisory services. Its chief executive, as recorded, is Eric Meyers. Grove Point Financial offers products and services including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its legal entity is Grove Point Financial, LLC.
Company details
Grove Point Financial was established in 1984 and is headquartered in Rockville, United States. Operations focus on the financial sector, where advisory services are delivered to support client needs in areas such as investment strategies and risk management. The company maintains a presence in the advisory domain through its domain grovepointfinancial.com, serving various financial requirements in the U.S. market. Leadership includes Eric Meyers and James Poer as CEOs.
- Headquarters Rockville, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website grovepointfinancial.com
- Social LinkedIn X
- Acquired by Atria Wealth Solutions (Apr 2023)
- Legal Name Grove Point Financial, Llc
- InvestorsKestra Holdings
& 1 more
- Acquired by
Products & Services of Grove Point Financial
Grove Point Financial offers a comprehensive portfolio of products and services, including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Technology for client management and engagement in financial services
Portal providing intuitive user experience for financial clients
Personalized strategies for wealth and financial planning
Investors in Grove Point Financial
Grove Point Financial has secured backing from 2 investors. Prominent investors backing the company include Kestra Holdings and Atria Wealth Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Industry-leading wealth management platforms are provided to independent financial professionals. | 1997 | kestraholdings.com | Austin, United States | |
Wealth management services are provided to clients nationwide. | 2017 | atriawealth.com | New York, United States |
Investor details for Grove Point Financial
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People of Grove Point Financial
2 people are tracked at Grove Point Financial (2 in leadership).
| Name | Role | Group |
|---|---|---|
Eric Meyers | CEO | Leadership |
James Poer | CEO | Leadership |
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Timeline of Grove Point Financial
3 dated milestones of Grove Point Financial across 39 years, from founding to its latest funding, stage changes and deals.
- Founded Grove Point Financial is founded.
- Exit Acquired by Kestra Holdings.
- Exit Acquired by Atria Wealth Solutions.
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3 companies that operate in the same segment as Grove Point Financial (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Grove Point Financial
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Frequently Asked Questions about Grove Point Financial
Grove Point Financial was founded in 1984.
Grove Point Financial is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
Eric Meyers is the CEO of Grove Point Financial, as recorded in our data.
Grove Point Financial was established in 1984 and is headquartered in Rockville, United States. Operations focus on the financial sector, where advisory services are delivered to support client needs in areas such as investment strategies and risk management. The company maintains a presence in the advisory domain through its domain grovepointfinancial.com, serving various financial requirements in the U.S. market. Leadership includes Eric Meyers and James Poer as CEOs.
Grove Point Financial offers Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Grove Point Financial has 2 investors. Key investors include Kestra Holdings, and Atria Wealth Solutions.
Grove Point Financial operates through Grove Point Financial, Llc.
Yes. Grove Point Financial was acquired by Atria Wealth Solutions in April 2023.