Jemstep, Inc. Information

At Jemstep, we believe digital solutions hold the most power when they are used to enhance the investor-advisor relationship – not replace it. That’s why we designed Jemstep Advisor Pro to be an innovative digital platform that advances the way advisors connect with investors and run their businesses. Learn more at Jemstep.com. Jemstep, Inc. provides a digital solution for investment advisors. It is a wholly owned indirect subsidiary of Invesco Ltd. For important disclosures, visit invesco.com/socialmedia.

Website	http://jemstep.com
Revenue	$6.9 million
Funding	$4.5 million
Employees	43 (1 on RocketReach)
Founded	2008
Address	5150 El Camino Real Ste C20, Los Altos, California 94022, US
Phone	+1 800-995-4246
Industry	Computer Software, Finance General, Advisor-focused technologies, Internet, Finance, Personalized Investment Advice, Financial Services, Online Portfolio Management, Investment Management, Asset Allocation & Fund Selection
Web Rank	5 Million
Keywords	Financial Advisor Technology, Investment Management Platform, Wealth Management Software, Technology For Financial Advisors, Performance Reporting Software, Investment Portfolio Management, Digital Wealth Management, Online Financial Planning, Digital Advice Platform, Client Portal Software, Client Communication Tools, Advisor Crm, Secure Client Portal, Financial Planning Tools, Financial Technology Solutions, Practice Management Software
Competitors	SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest, SigFig Wealth Management, LLC, tastyworks, Check Inc. (now Mint Bills) +36 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies