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Founded Year



Acquired - II | Acquired

Total Raised


About Grow

Grow aims to make it easy and affordable to visualize and share business performance in real-time by uniting data from hundreds of sources, including spreadsheets, databases, and SaaS applications.On March 1st, 2022, Grow was acquired by Epicor. Terms of the transaction were not disclosed.

Grow Headquarters Location

1401 Research Way #2200

Orem, Utah, 84097,

United States


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Latest Grow News

Julius Baer acquires stake in GROW Investment Group

Sep 21, 2022

21.09.2022 / 07:00 CET/CEST Julius Baer is pleased to announce it has become a strategic investor and business partner of GROW Investment Group (GROW). With this partnership, Julius Baer takes a first step into onshore China and at the same time, GROW’s clients will gain access to Julius Baer’s global investment expertise. Singapore / Hong Kong / Zurich, 21 September 2022 – Founded in June 2021 in Shanghai, GROW is a China-based domestic asset management company, established and led by an award-winning team of senior investment professionals with a proven, top-performing track record and a strong history of building innovative and market-leading investment and distribution platforms. Its mission is to be a world-class, next generation asset management firm with a focus on China. Backed with a low double digit million US dollar equity investment by Julius Baer into GROW, the partners will jointly establish a distribution network so that GROW’s domestic clients will gain access to selected Julius Baer offerings via Qualified Domestic Limited Partnership products and Julius Baer’s global clients will gain access to local investment expertise and assets via Qualified Foreign Institutional Investor products of a renowned and trusted Chinese partner. Commenting on the partnership, David Shick, Head of Greater China at Julius Baer, said: “We are delighted to participate in the evolution of onshore wealth management in China through such an unprecedented partnership. We are convinced that the opportunities in the sector in China are bright, and we are looking forward to gaining visibility and bringing our best-in-class solutions and expertise to Chinese clients. The cooperation between GROW and Julius Baer will undoubtedly create value for these clients and support our growth plans for this important market.”   William Ma, Global CIO of GROW, added: “We are honoured to welcome one of the most prestigious global wealth management firms as a strategic investor. This agreement with Julius Baer reflects their confidence in us and is testament to our best-in-class asset management capabilities and access to our onshore China network. I believe there are significant untapped opportunities for us in onshore China and look forward to growing our business together with Julius Baer.” Contacts Media Relations Hong Kong, tel. +852 2899 4889 Media Relations Zurich, tel. +41 (0) 58 888 8888 Investor Relations, tel. +41 (0) 58 888 5256 About Julius Baer Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. In all we do, we are inspired by our purpose: creating value beyond wealth. At the end of June 2022, assets under management amounted to CHF 428 billion. Bank Julius Baer & Co. Ltd., the renowned Swiss private bank with origins dating back to 1890, is the principal operating company of Julius Baer Group Ltd., whose shares are listed on the SIX Swiss Exchange (ticker symbol: BAER) and are included in the Swiss Leader Index (SLI), comprising the 30 largest and most liquid Swiss stocks. Julius Baer is present in over 25 countries and around 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base and our entrepreneurial management culture make us the international reference in wealth management. For more information visit our website at End of Media Release

  • When was Grow founded?

    Grow was founded in 2014.

  • Where is Grow's headquarters?

    Grow's headquarters is located at 1401 Research Way, Orem.

  • What is Grow's latest funding round?

    Grow's latest funding round is Acquired - II.

  • How much did Grow raise?

    Grow raised a total of $30.5M.

  • Who are the investors of Grow?

    Investors of Grow include Epicor,, Kickstart Fund, Peterson Ventures, Pelion Venture Partners and 5 more.

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