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Insights

Strategic Partnership Growth Jemstep is actively partnering with major financial institutions such as Citigroup and Infinexgroup, demonstrating strong industry validation and potential opportunities to collaborate with large banks and regional financial firms seeking advanced digital advisory solutions.

Market Expansion Potential With offices in Silicon Valley, Atlanta, South Africa, and India, Jemstep shows international reach and scalability, making it an attractive partner for firms looking to enhance digital wealth management capabilities across diverse markets.

Innovative Digital Platform Jemstep's Advisor Pro platform offers goal-based wealth management integrated within existing banking systems, suggesting opportunities to upsell or integrate complementary fintech solutions with clients aiming for seamless, modern digital advice services.

Growth and Funding Despite a relatively modest revenue range of 1M to 10M and funding of 4.5M, Jemstep's integration with Invesco and recent strategic alliances indicate potential for significant client acquisition and recurring revenue through expanding enterprise collaborations.

Complementary Tech Stack Utilizing technologies like Google Tag Manager, jQuery UI, and Bootstrap, Jemstep’s platform is flexible and modern, offering an opportunity to introduce new digital tools or integrations that can enhance user engagement and customer experience for prospective clients.

Jemstep, Inc. Tech Stack

Jemstep, Inc. uses 8 technology products and services including Google Fonts API, RequireJS, jQuery UI, and more. Explore Jemstep, Inc.'s tech stack below.

  • Google Fonts API
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • jQuery UI
    Javascript Libraries
  • Marketo
    Marketing Automation
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • ZURB Foundation
    UI Frameworks

Jemstep, Inc.'s Email Address Formats

Jemstep, Inc. uses at least 1 format(s):
Jemstep, Inc. Email FormatsExamplePercentage
First@jemstep.comJohn@jemstep.com
61%
FirstL@jemstep.comJohnD@jemstep.com
39%

Frequently Asked Questions

Where is Jemstep, Inc.'s headquarters located?

Minus sign iconPlus sign iconJemstep, Inc.'s main headquarters is located at 5150 el Camino Real Los Altos, California 94022 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Jemstep, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Jemstep, Inc.'s main corporate office by phone at
+1-650-799-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jemstep, Inc.'s official website and social media links?

Minus sign iconPlus sign iconJemstep, Inc.'s official website is jemstep.com and has social profiles on LinkedIn.

What is Jemstep, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconJemstep, Inc.'s SIC code is 7372 - Prepackaged Software NAICS code is 52 - Finance and Insurance.

How many employees does Jemstep, Inc. have currently?

Minus sign iconPlus sign iconAs of December 2025, Jemstep, Inc. has approximately 51 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Compliance Officer: D. H.Partner Relationship Manager: J. P.Director: B. F.. Explore Jemstep, Inc.'s employee directory with LeadIQ.

What industry does Jemstep, Inc. belong to?

Minus sign iconPlus sign iconJemstep, Inc. operates in the Financial Services industry.

What technology does Jemstep, Inc. use?

Minus sign iconPlus sign iconJemstep, Inc.'s tech stack includes Google Fonts APIRequireJSjQuery UIMarketoPHPGoogle Tag ManagerBootstrapZURB Foundation.

What is Jemstep, Inc.'s email format?

Minus sign iconPlus sign iconJemstep, Inc.'s email format typically follows the pattern of First@jemstep.com. Find more Jemstep, Inc. email formats with LeadIQ.

How much funding has Jemstep, Inc. raised to date?

Minus sign iconPlus sign icon As of December 2025, Jemstep, Inc. has raised $4.5M in funding. The last funding round occurred on Oct 03, 2013 for $4.5M.

When was Jemstep, Inc. founded?

Minus sign iconPlus sign iconJemstep, Inc. was founded in 2008.

Jemstep, Inc.

Financial ServicesCalifornia, United States51-200 Employees

Jemstep is transforming the way banks deliver wealth management, with a modern digital investing experience for advisors and clients. 

Our Advisor Pro digital advice platform is integrated within a firm’s systems, for an end-to-end solution and a goal-based approach to wealth management. Banks and other financial services firms hire us because of our innovation, our flexibility, and our consultative approach. Our corporate culture is steeped in creativity and collaboration — we’re always looking for bright, high-energy, positive-thinking, and team-oriented people to join our high-growth firm. 

Jemstep is based in Silicon Valley, with offices in Atlanta, South Africa, and India. We are a wholly owned subsidiary of Invesco, a global asset management firm with a long history of success. 

For important disclosures, visit invesco.com/socialmedia.

Section iconCompany Overview

Headquarters
5150 el Camino Real Los Altos, California 94022 United States
Phone number
+1-650-799-****
Website
jemstep.com
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $4.5M

    Jemstep, Inc. has raised a total of $4.5M of funding over 3 rounds. Their latest funding round was raised on Oct 03, 2013 in the amount of $4.5M.

  • $1M$10M

    Jemstep, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $4.5M

    Jemstep, Inc. has raised a total of $4.5M of funding over 3 rounds. Their latest funding round was raised on Oct 03, 2013 in the amount of $4.5M.

  • $1M$10M

    Jemstep, Inc.'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    D. H.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Partner Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. J.
    Customer Onboarding
    Phone icon
    Mobile Phone

Employee Directory

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