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Insights

Bank Channeling Leverage Jemstep Advisor Pro bank integrated design to pitch a turnkey digital advisory solution for banks and their retail wealth channels.

Invesco Synergy As a subsidiary of Invesco, Jemstep can access cross sell opportunities across asset managers and distribution networks, including collaborative pilots with Citi and other partners.

Global Reach Regional offices in Silicon Valley, Atlanta, South Africa, and India imply ability to support multinational banks and regional lenders with localized deployment and compliance.

Salesforce Synergy The Advisor Pro App on Salesforce AppExchange indicates readiness to integrate with enterprise CRM and advisor workflows, opening doors with banks using Salesforce.

Partnership Momentum Proven partnerships with Infinex and Citi demonstrate a track record of channel collaboration; pursue targeted co sell programs to reach community banks and credit unions.

Jemstep, Inc. Tech Stack

Jemstep, Inc. uses 8 technology products and services including Font Awesome, RequireJS, Modernizr, and more. Explore Jemstep, Inc.'s tech stack below.

  • Font Awesome
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • Modernizr
    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 NAICS code?

Minus sign iconPlus sign iconJemstep, Inc.'s 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 Font AwesomeRequireJSModernizrMarketoPHPGoogle 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. logo

Jemstep, Inc.

Financial ServicesCalifornia, United States51-200 Employees

Jemstep, Inc. provides digital investment advisory solutions within the financial services sector, delivering a modern investing experience for both advisors and their clients. Its Advisor Pro platform is designed to be embedded within a firm’s existing systems, enabling end-to-end wealth management with a goal-based approach. Banks and other financial services firms engage Jemstep for its emphasis on innovation, flexibility, and a consultative approach.
Based in Los Altos, California, with offices in Atlanta, South Africa, and India, Jemstep operates as a wholly owned subsidiary of Invesco. The company was founded in 2008 and became part of Invesco through a 2016 acquisition. In 2021, Citigroup partnered with Jemstep to offer a digital investment advisory tool to its retail banking clients.

Section iconCompany Overview

Headquarters
5150 el Camino Real Los Altos, California 94022 United States
Phone number
+1-650-799-****
Website
jemstep.com
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
    P. B. M.
    Product Test Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. J.
    Customer Onboarding
    Phone icon
    Mobile Phone

Employee Directory

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