JEMSTEP
Jemstep is transforming the way investment advisors run their businesses through an automated client engagement, onboarding and service platform. With Jemstep Advisor Pro, advisors can attract more prospects, increase AUM, and service clients more efficiently. Jemstep award-winning advisor platform provides powerful client engagement and onboarding capabilities while integrating on the back-end with best of breed service providers such as Veo, Salesforce, Orion, Fiserv and others to provide RIAs, BD's and advisors with a complete and customizable business system that augments their value proposition.
JEMSTEP
Industry:
Advice Financial Services FinTech Information Technology Internet Personalization Software
Founded:
2008-01-01
Address:
Los Altos, California, United States
Country:
United States
Website Url:
http://www.jemstep.com
Total Employee:
51+
Status:
Active
Contact:
800-995-4246
Total Funding:
15 M USD
Technology used in webpage:
SPF LetsEncrypt Domain Not Resolving Global Site Tag Mobile Non Scaleable Content Amazon Google Apps For Business Microsoft Azure DNS Cloudflare Amazon Route 53
Similar Organizations
ContaAzul
ContaAzul is an online platform for small businesses that helps organizing financial routines in one place.
ErisX
ErisX specializes in digital asset space that offers both spot and futures contracts on one platform.
eSURETY
eSURETY is the premier surety automation, management and underwriting platform.
Hashkey
Hashkey is a digital asset management and finance house.
Outlier Ventures
The World's Leading Open Metaverse Accelerator
Stobox
Top-tier turn-key tokenization service provider.
Tinkoff
Tinkoff is a mobile app that offers financial and lifestyle services for individuals and businesses.
Current Employees Featured
Matthew Rennie VP Engineering @ Jemstep
VP Engineering
2012-01-01
Simon Roy President and CEO @ Jemstep
President and CEO
2017-05-04
Founder
Investors List
Caleo Capital
Caleo Capital investment in Series A - Jemstep
Newest Events participated
Participated in Benzinga Fintech Summit
on 2017-09-28 as sponsor
Official Site Inspections
http://www.jemstep.com Semrush global rank: 5.18 M Semrush visits lastest month: 1.56 K
Unable to get host informations!!!
More informations about "Jemstep"
Jemstep - Crunchbase Company Profile & Funding
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.See details»
Jemstep - Contacts, Employees, Board Members, Advisors & Alumni
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.See details»
Jemstep Company Profile 2024: Valuation, Investors, Acquisition
Jemstep General Information Description. Provider of financial advisor-focused digital technology services. The company's platform helps advisors scale their business by providing a suite of …See details»
Jemstep: Robust Technology to Leverage Financial Advice
Jemstep - Company Profile - Tracxn
Oct 22, 2024 Jemstep - White label investment management solutions for advisors.. Raised a total funding of $10.5M over 2 rounds from 1 investor. Founded by Kevin Cimring and Michael …See details»
Jemstep - Crunchbase
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.See details»
Jemstep - Overview, News & Similar companies | ZoomInfo.com
May 5, 2019 Who is Jemstep. Jemstep provides online investment guidance and management services for individual investors. It uses technology to provide ratings of mutual funds and …See details»
Jemstep, Inc. Overview | SignalHire Company Profile
Phone Number: 650-799-1434: Jemstep, Inc. industries Finance, Banks, Diversified Financial Services: Headquarters LocationSee details»
Jemstep - fintechwithoutborders.org
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.See details»
Jemstep, Inc Overview, Competitors, News, and Employees
Jemstep, Inc revenue, competitors, industry, employees, sales intent, org chart, technographic data and much more. Find similar companies as well as employees by title, seniority, and …See details»
Jemstep CEO and Key Executive Team | Craft.co
Jemstep's President and CEO is Simon Roy. Other executives include Jennifer Valdez, VP of Client Services; Bryan Perryman, Chief Operating Officer; Jemstep, Head of Digital Strategy, …See details»
Jemstep - Products, Competitors, Financials, Employees, …
Jemstep is a free online investment guidance and management service that helps individual investors make better investment decisions and achieve financial goals faster. Use the CB …See details»
Jemstep’s Competitors, Revenue, Number of Employees, Funding …
Jemstep’s Profile, Revenue and Employees. Jemstep provides online investment guidance and management services for individuals and investors. Jemstep’s primary competitors include …See details»
Jemstep: Robust Technology to Leverage Financial Advice
I had a chance to talk to Simon Roy and Matthew Rennie about Jemstep and its offerings. Simon is President and CEO of Jemstep, responsible for overall business strategy and management. …See details»
Jemstep - Funding, Financials, Valuation & Investors - Crunchbase
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.See details»
Jemstep - VentureRadar
Jemstep.com is an online investment advisor that helps people lock in more money for retirement. Using patented technology and proven portfolio... ... Find out more ...See details»
Jemstep: Robust Technology to Leverage Financial Advice - LinkedIn
Feb 12, 2019 Help improve contributions. Mark contributions as unhelpful if you find them irrelevant or not valuable to the article. This feedback is private to you and won’t be shared …See details»
3 Thoughts on Why Invesco Acquiring Jemstep Was A Smart Move
Invesco acquiring Jemstep will help their efforts to move upmarket and compete against TAMPs like Envestnet.See details»
Jemstep | AAII - Investor Education
Jemstep is a free online portfolio guidance and management system designed for individual investors. According to Jemstep, the website uses technology to provide objective, transparent …See details»
Jemstep Review: A Free Way to Monitor and Improve Your Portfolio
Apr 17, 2013 Hi Ben, Many thanks to you and Paula for this great review of Jemstep. I hope the service is of real value to your readers. Just a quick comment about those folks who like to be …See details»