• FOUNDING YEAR: 2008
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    14 Feb, 2020

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

MEDICI analysts will analyze Jemstep soon

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$15 Million
DATE OF LAST FUNDING:
Oct 2013
SEED & PRIOR FUNDING:
$4.5 Millions
FUNDING SERIES:
SERIES A
$10.5 Millions Closed: Oct 2013
LISTED:
NO

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