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Insights

Innovative Digital Platform Jemstep offers a modern digital advice platform integrated within financial institutions' systems, providing a streamlined, goal-based wealth management experience that enhances advisor-client interactions and supports digital transformation initiatives.

Strategic Partnerships Recent collaborations with major players like Citigroup and Infinexgroup highlight Jemstep’s strong market positioning and willingness to expand its reach into retail banking and regional financial institutions, creating opportunities for tailored solutions.

Parent Company Support As a wholly owned subsidiary of Invesco, Jemstep benefits from substantial backing and integration within a global asset management framework, enabling potential cross-selling of complementary financial products and services.

Growing Market Presence With recent product launches such as the Jemstep Advisor Pro App on Salesforce AppExchange, there are increased opportunities to penetrate enterprise cloud marketplaces and leverage tech partnerships for broader adoption.

Financial Market Potential Although currently generating $1M to $10M in revenue with modest funding, Jemstep’s niche focus on digital advice solutions positions it for growth as more financial institutions seek innovative, tech-driven wealth management tools.

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
31%
FirstL@jemstep.comJohnD@jemstep.com
19%
First@jemstep.comJohn@jemstep.com
31%
FirstL@jemstep.comJohnD@jemstep.com
19%

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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