Jemstep Revenue and Competitors

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$15M

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.
Jemstep's total funding is $15M.

Employee Data

Jemstep's People

Name	Title	Email/Phone
1 Zane Alexander	Site Reliability Engineer Manager	Reveal Email/Phone

Jemstep Competitors & AlternativesAdd Company

Competitor Name	Revenue	Number of Employees	Employee Growth	Total Funding	Valuation
#1 RobotFX	$1.8M	14	N/A	N/A	N/A
#2 Peak Sales Recr...	$5.6M	52	4%	N/A	N/A
#3 WeAdvise	$1.5M	19	N/A	N/A	N/A
#4 TechRules	$43.9M	190	N/A	N/A	N/A
#5 Bambu B2B Robo-...	$4.8M	43	N/A	N/A	N/A
#6 InvestCloud	$374.6M	1154	-2%	$54.1M	$1B
#7 Vestmark	$69.7M	422	6%	$50.4M	N/A
#8 Valuefy	$24.3M	195	4%	N/A	N/A
#9 PINTEC	$23.9M	150	N/A	N/A	N/A
#10 Scalable Capita...	$99M	609	5%	€266M	$1.4B
#11 Oranj	$4.1M	39	-53%	N/A	N/A
#12 Simplewealth	$1M	13	N/A	N/A	N/A
#13 nummularii	$0.2M	3	N/A	N/A	N/A

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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

$15M

Total Funding

N/A

Number of Employees

$6.8M

Revenue (est)

N/A

Employee Growth %

N/A

Valuation

N/A

Accelerator

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 ...