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Jemstep is transforming the way banks deliver wealth management, with a modern digital investing experience for advisors and clients. Our Advisor Pro digital advice platform is integrated within a firms systems, for an end-to-end solution and a goal-based approach to wealth management. Banks and other financial services firms hire us because of our innovation, our flexibility, and our consultative approach. Our corporate culture is steeped in creativity and collaboration were always looking for bright, high-energy, positive-thinking, and team-oriented people to join our high-growth firm. Jemstep is based in Silicon Valley, with offices in Atlanta, South Africa, and India. We are a wholly owned subsidiary of Invesco, a global asset management firm with a long history of success. For important disclosures, visit invesco.com/socialmedia.
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.
It follows subscription fee based on the level of assets they link to the service.
Orion Advisor Services,TD Ameritrade Institutional Veo,DocuSign,CRM integration
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.
VALUATION / MARKET CAP:
$70 M in 2015
BOARD MEMBERS AND ADVISORS
Dr. Jonathan Tiemann (Founder & President
Tiemann Investment Advisors
Professor Terrance Odean (Rudd Family Foundation Professor of Finance
Haas School of Business
University of California
Daniel Lionel Saksenberg (Actuary)
Dennis Troper (Product Management Executive
NUMBER OF EMPLOYEES
DATE OF LAST FUNDING
SEED & PRIOR FUNDING
SERIES A · $4.5 M · Oct 2013
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