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General Information

Offices

5150 El Camino Real
Suite C-20
Los Altos, CA, 94022
USA

People

Founder & CEO
Co-founder & CEO
Co-founder & CTO
President

Funding

TOTAL $15M
FUNDING TOTAL $15M
Angel, 1/2008
$4.5M
Series A, 2/2012
$6M
Series A, 10/2013
Caleo Capital
$4.5M

Service Providers

Public relations
Legal counsel

Tags

Jemstep

Jemstep.com is an online investment advisor that helps people lock in more money for retirement. Using patented technology and proven portfolio management methodologies, Jemstep tells users exactly what to buy and sell to maximize their returns without undue risk.

Jemstep’s easy-to-use website takes the complexity, difficulty, and anxiety out of investing. Providing the high-caliber, personalized advice that has traditionally been available only to wealthy investors, Jemstep empowers all investors to take charge of their retirement planning and invest with confidence.

A Registered Investment Advisor with the SEC, Jemstep is led by a team of experts with over 100 years’ combined experience in financial management and technology innovation and development. Learn more at Jemstep.com.

Recent Milestones

Videos

Above:

Jemstep demoing at FinovateSpring 2010

Added: 3/17/14
Above:

Jemstep demoing at FinovateSpring 2013

Added: 3/17/14

Screenshots

Jemstep screenshot
Above: Financial Profile Setup
Uploaded: 2/1/13
Jemstep screenshot Jemstep screenshot Jemstep screenshot

Sources

  1. Citation Needed [add]
  2. Jemstep Completes $6M Series A Financing (finsmes.com) [edit]
  3. Jemstep Raises $4.5M in Follow-on Series A Funding (finsmes.com) [edit]
  4. Jemstep’s New Portfolio Manager Helps People Lock in More Money for Retirement (blog.jemstep.com) [edit]
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Last Edited 3/17/14

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