Jemstep Revenue and Competitors



Total Funding



Estimated Revenue & Valuation

  • Jemstep's estimated annual revenue is currently $6.8M per year.(i)
  • Jemstep received $4.5M in venture funding in October 2013.
  • 0
  • Jemstep's total funding is $15M.

Employee Data

Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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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

keywords:Finance,Hardware,Hardware Peripherals


Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Jemstep News

2019-09-12 - 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.

2019-06-13 - Bloomberg

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

2019-05-06 - 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 ...

2013-10-03 - Jemstep Raises $4.5M in Follow-on Series A Funding

Jemstep, a Los Altos, CA-based online investment advisor for retirement, raised an additional $4.5m in a follow-on to its Series A funding. Backers included existing investors as well as new investor Caleo Capital. The company, which has now raised $15m, intends to use the funds to expand dist ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Jemstep Funding

DateAmountRoundLead InvestorsReference
2013-10-04$4.5MA-2Caleo CapitalArticle