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Jemstep
About
Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform.
- Los Altos,California,United States
- 51 - 100
Details
- Last Funding Type
- Angel
- Last Funding Money Raised
- $4.50M
- Industries
- Advice,Financial Services,FinTech,Information Technology,Internet,Personalization,Software
- Founded date
- Jan 1, 2008
- Number Of Employee
- 51 - 100
- Operating Status
- Active
- Legal Name
- Jemstep, Inc.
Jemstep is transforming the way investment advisors run their businesses through an automated client engagement, onboarding and service platform. With Jemstep Advisor Pro, advisors can attract more prospects, increase AUM, and service clients more efficiently.Jemstep award-winning advisor platform provides powerful client engagement and onboarding capabilities while integrating on the back-end with best of breed service providers such as Veo, Salesforce, Orion, Fiserv and others to provide RIAs, BD's and advisors with a complete and customizable business system that augments their value proposition.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Oct 3, 2013 | Series A | $4.50M | 1 |
Caleo Capital
|
— | Detail |
| Feb 1, 2012 | Series A | $6M | — | — | — | Detail |
| Jan 1, 2008 | Angel | $4.50M | — | — | — | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Caleo Capital
|
Yes | Series A |
Employee Profiles
