JEMSTEP

jemstep-logo

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.

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JEMSTEP

Social Links:

Industry:
Advice Financial Services FinTech Information Technology Internet Personalization Software

Founded:
2008-01-01

Address:
Los Altos, California, United States

Country:
United States

Website Url:
http://www.jemstep.com

Total Employee:
51+

Status:
Active

Contact:
800-995-4246

Email Addresses:
[email protected]

Total Funding:
15 M USD

Technology used in webpage:
SPF LetsEncrypt Domain Not Resolving Global Site Tag Mobile Non Scaleable Content Amazon Google Apps For Business Microsoft Azure DNS Cloudflare Amazon Route 53


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Current Employees Featured

matthew-rennie_image

Matthew Rennie
Matthew Rennie VP Engineering @ Jemstep
VP Engineering
2012-01-01

simon-roy_image

Simon Roy
Simon Roy President and CEO @ Jemstep
President and CEO
2017-05-04

Founder


kevin-cimring_image

Kevin Cimring

matthew-rennie_image

Matthew Rennie

michael-blumenthal_image

Michael Blumenthal

Investors List

caleo-capital_image

Caleo Capital

Caleo Capital investment in Series A - Jemstep

Newest Events participated

invest-2019_event_image Participated in In|Vest 2019 on 2019-07-16 as exhibitor

invest-2019_event_image Participated in In|Vest 2019 on 2019-07-16 as exhibitor

benzinga-fintech-summit_event_image Participated in Benzinga Fintech Summit on 2017-09-28 as sponsor

Official Site Inspections

http://www.jemstep.com Semrush global rank: 5.18 M Semrush visits lastest month: 1.56 K

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