Overview

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Status
Acquired by on January 12, 2016
Total Equity Funding
$15M in 3 Rounds from 1 Investor
Headquarters:
Los Altos, CA
Description:
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.
Founders:
, ,
Categories:
Internet, Personalization, Advice
Website:
http://www.jemstep.com
Social:

Company Details

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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) - $15M

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DateAmount / RoundValuationLead InvestorInvestors
Oct, 2013$4.5M / Series A1
Feb, 2012$6M / Series A0
Jan, 2008$4.5M / Angel0

Investors (1)

InvestorRound(s)Partner(s)
Series A-

Current Team (4)

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News (28)

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DateNews
Jul 8, 2016Business Insider Australia - Wall Street is in a 'robo-up or get left behind' world
Jun 2, 2016Cranes Investment News - Digital advice is poised to become the apple of asset managers' eyes
May 6, 2016Cranes Investment News - Why Pershing is cherry-picking the robo-advisers it offers its clients
Feb 25, 2016Business Insider Australia - These 7 behaviours might predict someone's future wealth
Feb 5, 2016Cranes Investment News - TD takes integration approach on robo-strategy over acquisition
Jan 13, 2016PE HUB - Invesco acquires Jemstep
Jan 12, 2016Cranes Investment News - Invesco acquires robo-adviser Jemstep
Jan 12, 2016fa-mag.com - Invesco Buys Robo-Advisor Jemstep

Competitors (4)

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  • LikeFolio discovers powerful investment opportunities by tracking consumer enthusiasm for the brands and products.
  • Personal Capital is the leading digital wealth management firm.
  • SigFig is the easiest way to manage your money - simply connect your accounts and we will tailor a portfolio based on your goals.
  • Stockflare helps anyone find new stock ideas. How do you know what to buy? When to sell? That's what Stockflare helps you with.

Offices/Locations (1)

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  • 5150 El Camino Real

    Suite C-20

    Los Altos, CA 94022

    USA

Images (4)

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