• FOUNDING YEAR: 2008
    LOCATION:
    United States
    REGION:
    CA
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Jemstep Advisor Pro, Free portfolio analysis. Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.
REVENUE MODEL:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Orion Advisor Services,TD Ameritrade Institutional Veo,DocuSign,CRM integration
COMMENT
Jemstep Advisor Pro integrates with firms such as Orion, Salesforce, DocuSign and others to help advisors utilize best-of-breed software providers for execution and back-end processes.

PEOPLE

FOUNDERS:
Matthew Rennie, Kevin Cimring, Michael Blumenthal
Board Members and Advisors:
Dr. Jonathan Tiemann (Founder & President, Tiemann Investment Advisors, LLC), Professor Terrance Odean (Rudd Family Foundation Professor of Finance, Haas School of Business, University of California, Berkeley), Daniel Lionel Saksenberg (Actuary), Dennis Troper (Product Management Executive, Google)
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Caleo Capital

TRACTION

VALUATION / MARKET CAP:
$70 MM in 2015
TRANSACTIONS VALUE:
$1.5 Billions
TRANSACTIONS COMMENT:
(Assests)
ACTIVE USERS:
0.1000

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$15 Million
SEED & PRIOR FUNDING:
$4.5 Millions
SEED CLOSED ON:
Jan 2008
FUNDING SERIES:
SERIES A
$10.5 Millions Closed: Oct 2013
COMMENTS
SERIES A : Cumulative funding indicated
LISTED:
NO

LATEST RESEARCH