Grow
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
Grow is a fintech company that offers communication solutions designed for wealth managers. The platform aims to enhance interactions between financial advisors and their clients. Key features include secure messaging, video conferencing, and collaborative financial planning tools, which are intended to facilitate ongoing dialogue and engagement. The platform also provides integrated client portals that allow users to access real-time portfolio performance, financial documents, and personalized insights, which may promote transparency. Additionally, automated notifications and customizable reporting are included to keep clients informed about their investments. Grow targets businesses within the financial services sector, specifically focusing on the Australian Superannuation and Global Managed Funds industry, with the goal of addressing the need for effective communication and relationship building.
Key facts
- Founded
- 2017
- Headquarters
- Lehi, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 6 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
Open roles
37 rolesTeam Lead, Fund Services
Sydney, New South Wales, Australia · On-site · Volunteer
Team Lead, Fund Services
Melbourne, Victoria, Australia · On-site · Volunteer
Dispute Resolution Specialist
Melbourne, Victoria, Australia · On-site · Volunteer
