Grove Technologies, Inc. is a financial technology company that develops a modern, integrated software platform specifically for Registered Investment Advisors (RIAs). Founded by financial advisors frustrated with fragmented and outdated technology, the company's mission is to streamline an advisor's workflow by combining financial planning, portfolio management, client relationship management (CRM), and billing into a single, user-friendly system. Grove aims to empower advisors to save time, enhance client experiences, and grow their practices more efficiently.

Founded in

United States