About Grove Point Financial
Grove Point Financial is a company based in Rockville (United States) founded in 1984 was acquired by Atria Wealth Solutions in April 2023.. Grove Point Financial offers products and services including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
- Headquarter Rockville, United States
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Sectors
Financial Services
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Email
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Phone
*********
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Website
*********
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Social
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- Legal Name Grove Point Financial, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Kestra Holdings
& 1 more
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Employee Count
Employee Count
- Acquired by
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Technology for client management and engagement in financial services
Portal providing intuitive user experience for financial clients
Personalized strategies for wealth and financial planning
Funding Insights of Grove Point Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Industry-leading wealth management platforms are provided to independent financial professionals.
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Founded Year | Domain | Location | |
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Wealth management services are provided to clients nationwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Grove Point Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Grove Point Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Grove Point Financial Comparisons
Competitors of Grove Point Financial
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Grove Point Financial
Frequently Asked Questions about Grove Point Financial
When was Grove Point Financial founded?
Grove Point Financial was founded in 1984.
Where is Grove Point Financial located?
Grove Point Financial is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
Who is the current CEO of Grove Point Financial?
Eric Meyers is the current CEO of Grove Point Financial.
What does Grove Point Financial do?
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.
What products or services does Grove Point Financial offer?
Grove Point Financial offers Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Who are Grove Point Financial's investors?
Grove Point Financial has 2 investors. Key investors include Kestra Holdings, and Atria Wealth Solutions.