Strategic Parent Jemstep is a wholly owned subsidiary of Invesco, providing an opportunity to align enterprise digital wealth tech with Invesco’s distribution network and bank/credit union partners through a trusted parent brand.

Banking Partnerships Recent and ongoing collaborations with Citi and Infinex Group indicate strong traction with retail banks and community financial institutions, suggesting a sales path focused on expanding advisor digital solution adoption within banks and credit unions.

Advisor Pro The Advisor Pro digital advice platform offers end-to-end, goal-based wealth management integrated into a firm’s systems, presenting a compelling upsell to financial institutions seeking modern, integrated robo-advice for advisors and clients.

Global Delivery Silicon Valley based with offices in Atlanta, South Africa, and India signals a scalable, multi-region delivery model suitable for global or multi-region financial institutions needing localized deployment and support.

Growth Readiness With funding of 15M and a lean revenue profile under 1M, Jemstep presents a high-growth, enterprise-ready opportunity for strategic partnerships, co-sell with Invesco, and potential for rapid AUM and seat expansion within partner banks.