Craft

Jemstep

Jemstep Summary

Company Summary

Overview
Jemstep Investment Advisers is a provider of advisor-focused digital solutions. It develops Jemstep Advisor Pro, a platform providing account aggregation, portfolio analysis, support, calendar integration, automated email campaigns, CRM and email marketing integration, and other services.
Type
Subsidiary
Status
Closed
Founded
2008
HQ
Los Altos, CA, US | view all locations
Website
http://jemstep.com/
Cybersecurity rating
Sectors

Key People

  • Simon Roy
  • Jennifer Valdez

    Jennifer Valdez, VP of Client Services

    • Bryan Perryman

      Bryan Perryman, Chief Operating Officer; Jemstep, Head of Digital Strategy, Invesco

      • Suresh Iyengar

        Suresh Iyengar, VP of Sales

        LocationsView all

        2 locations detected

        • Los Altos, CA HQ

          United States

          5150 W El Camino Real

        • Atlanta, GA

          United States

          1555 Peachtree St NE

        Footer menu