- Los Altos, CA
- Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.
- Matthew Rennie, Michael Blumenthal, Kevin Cimring
- Internet, Personalization, Advice
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.
Our 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.
Funding Rounds (3) - $15MUpdate
Current Team (4)Update
|Jul 8, 2016||Business Insider Australia - Wall Street is in a 'robo-up or get left behind' world|
|Jun 2, 2016||Cranes Investment News - Digital advice is poised to become the apple of asset managers' eyes|
|May 6, 2016||Cranes Investment News - Why Pershing is cherry-picking the robo-advisers it offers its clients|
|Feb 25, 2016||Business Insider Australia - These 7 behaviours might predict someone's future wealth|
|Feb 5, 2016||Cranes Investment News - TD takes integration approach on robo-strategy over acquisition|
|Jan 13, 2016||PE HUB - Invesco acquires Jemstep|
|Jan 12, 2016||Cranes Investment News - Invesco acquires robo-adviser Jemstep|
|Jan 12, 2016||fa-mag.com - Invesco Buys Robo-Advisor Jemstep|
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5150 El Camino Real
Los Altos, CA 94022