What departments does Jemstep, Inc. have?

Jemstep, Inc. has employees across 1 departments including Product Management.

What is the largest department at Jemstep, Inc.?

The largest department at Jemstep, Inc. is Product Management with 1 employees.

Where are Jemstep, Inc. employees located globally?

Jemstep, Inc. has employees across 3 continents and 3 countries including South Africa, India, United States Of America.

How has Jemstep, Inc.'s team size changed over time?

Jemstep, Inc.'s team has decreased from approximately 10 to 8 employees based on available data.

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Jemstep, Inc. Employee Directory

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.

Jemstep, Inc. Global Highlights

North America
8

United States Of America
8

Africa
5

South Africa
5

Asia
1

India
1

Jemstep, Inc.'s Leadership

D. H.
Chief Compliance Officer
Mobile Phone
Email
J. P.
Partner Relationship Manager
Mobile Phone
Email
B. F.
Director
Mobile Phone
Email
P. B. M.
Product Test Engineer
Mobile Phone
Email
L. J.
Customer Onboarding
Mobile Phone
Email

Jemstep, Inc. Employee Metrics

100%

50%

2026

2025

Engineering
Product Management
Business
Accounting
Administrative
Other
Banking

Contact profiles from Jemstep, Inc.

Name

Title

Contact Info

Location

Last Update

D. H.
Chief Compliance Officer
Mobile Phone
Email
United StatesMinnesota
Mar 11, 2026
J. P.
Partner Relationship Manager
Mobile Phone
Email
Oct 17, 2024
B. F.
Director
Mobile Phone
Email
South AfricaGauteng
Feb 17, 2026
P. B. M.
Product Test Engineer
Mobile Phone
Email
South Africa
Jun 01, 2026
L. J.
Customer Onboarding
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Jemstep, Inc. known for?

Jemstep, Inc. was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 5150 el Camino Real Los Altos, California 94022 United States; you can contact the main corporate office by phone at

+1-650-799-****

. Explore Jemstep, Inc.'s company overview page for more information.

What is Jemstep, Inc.'s most common email format?

Jemstep, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jemstep, Inc. email formats with LeadIQ.

How many employees does Jemstep, Inc. have currently?

Jemstep, Inc. has approximately 51 employees as of December 2025. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Jemstep, Inc.'s key employees and leadership?

As of December 2025, Jemstep, Inc.'s key employees include:

Chief Compliance Officer: D. H.
Partner Relationship Manager: J. P.
Director: B. F.
Product Test Engineer: P. B. M.
Customer Onboarding: L. J.

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Jemstep, Inc. Employee Directory

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