Jemstep Growth, Revenue, Number of Employees and Funding

Overview

Location:
Total Funding:$15M
Industry:Fintech
Founded:2008
Lead Investor(s):Caleo Capital
Press

Industry Ranking

Growjo 10k Ranking

Estimated Revenue & Financials

  • Jemstep's estimated revenue is currently $16.2M per year.
  • Jemstep received $4.5M in venture funding in October 2013.
  • Jemstep's estimated revenue per employee is $177692
  • Jemstep's total funding is $15M.

Employee Data

  • Jemstep has 91 Employees.
  • Jemstep grew their employee count by 36% last year.
  • Jemstep currently has 1 job openings.

Executive Contacts

NameTitle
Jennifer ValdezVP Client Services
Karen SeritukDirector of Client Success
Marla SoferVP Strategic Partnerships
Mark RichardsVP of Products
Matthew RennieVP Engineering
Simon RoyPresident and CEO
Marla SoferVP Strategic Partnerships
Bryan PerrymanChief Operating Officer
Clifford SchoemanDirector
David HillChief Compliance Officer

What Is Jemstep?

Jemstep is a Silicon Valley-based firm and market-leading FinTech provider of digital advice solutions to investment advisory firms including banks, broker dealers, and independent advisors. Founded in 2008 and acquired in 2016 by Invesco Ltd., Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers. Our Advisor Pro solution enables firms and their advisors to connect with investors digitally, delivering investment advice to help them achieve their financial goals. Our mission is to assist advisors in serving their clients through an integrated digital platform that enhances advisors engagement with clients and prospects. Invesco has presence in over 25 countries and Jemstep has offices throughout the United States, South Africa, and India. For important disclosures, visit invesco.com/socialmedia.

keywords:Finance,Hardware,Hardware Peripherals

91

Number of Employees

$16.2M

Revenue (est)

1

Current Jobs

36%

Employee Growth %

$15M

Total Funding

N/A

Valuation

N/A

Accelerator

B2C

Type

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Jemstep News

6-May-19 - Jemstep Launches Digital Advice Platform on Salesforce ...

ATLANTA, May 6, 2019 /PRNewswire/ -- Jemstep, a leading digital advice solutions provider, today announced the launch of the Jemstep ...

12-Sep-19 - Why a robo advisor wasn't enough for Bok Financial

... full-service banks may win a large share of the market, said Simon Roy, chief executive of the digital wealth management platform Jemstep.

13-Jun-19 - Bloomberg

Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape. Broadcasting Live from the BNY ...

Jemstep Funding

DateAmountRoundLead InvestorsReference
2012-02-02$6.0MAArticle
2013-10-04$4.5MA-2Caleo CapitalArticle