Jemstep
Los Altos
About Jemstep
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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $10K – $50K
- Total funding: $15.0M
- Funding stage: M&A
- Last round: Series A (Oct 2013)
- Website: jemstep.com
- Phone: 800-995-4246
Industries & Categories
Advice, Financial Services, FinTech, Information Technology, Internet
Social Profiles
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