Total Funding
32
1
Total FundingSeries A raised
Growth Score
-5 pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.
Simon Roy: President and CEOPast Role: Jemstep, President
About the Company
Jemstep is transforming the way investment advisors run their businesses through an automated client engagement, onboarding and service platform. With Jemstep Advisor Pro, advisors can attract more prospects, increase AUM, and service clients more efficiently.
Jemstep award-winning advisor platform provides powerful client engagement and
onboarding capabilities while integrating on the back-end with best of breed service providers such as Veo, Salesforce, Orion, Fiserv and others to provide RIAs, BD's and advisors with a complete and customizable business system that augments their value proposition.
