Jemstep, acquired by Invesco in Jan 2016, is an online investment advisor that helps people invest for retirement by making recommendations across all their accounts, including 401(k) and other employer-sponsored plans. The company advisor platform, Jemstep Advisor Pro, helps investment advisors scale their businesses through harnessing the practices of robo-technology for client engagement, onboarding, and servicing.
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.
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.
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)