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Personalized financial planning for everyone

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Grove empowers people to make sense of their financial needs and take action now to build towards their future. We are building software that allows us to offer personalized advice at a fraction of the price of traditional financial advisors. As part of that, we are creating a financial modeling engine, an analytics platform for transaction and investment data, and presenting it in a beautiful, intuitive interface for clients. We believe personal finance is a continuous evolution and Grove integrates seamlessly into people’s lives by offering a service that uses a combination of streamlined software and human financial advisors. The result is a unique financial plan that will reflect clients’ needs and progress as their lives continue to evolve. From a technology standpoint, we are creating: • A financial modeling engine that determines whether life goals are achievable against changing market conditions • An analytics platform for ingested bank and investment account data • A workflow engine to combine advisor and machine expertise in order to create a financial plan • A beautiful, intuitive interface for measuring clients’ lives against their financial plan Our Culture: • We are a very flat organization. While everyone knows what their jobs and responsibilities are, we welcome differing ideas and points of view regardless of job function • We are happy to respectfully question each other’s lines of thinking when coming up with new products, marketing ideas, and strategic plans and we discuss company goals, progress and setbacks, and company direction as a team. • We are a collaborative culture, not a “go it alone” one. We have many stakeholders involved in product ideation, feedback, and refinement. • We are a team of diverse professional experiences and backgrounds, and the best ideas can come from anywhere.

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