About Jemstep
Jemstep is a Technology company based in Los Altos (United States) founded in 2008, and was acquired by Invesco in January 2016. White label investment solutions are provided for financial advisors. Jemstep has raised $10.5 million across 2 funding rounds from investors including Caleo Capital and Invesco. The company has 6 employees. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Wealth Management IT and White Label Robo Advisors. Its legal entity is JEMSTEP INC. Its competitors include Bambu and Marstone; 2 of its 2 listed competitors have raised funding.
Company details
Jemstep was founded in 2008 in Los Altos, United States, within the financial technology sector. White label platforms are offered to financial advisors for client onboarding, engagement, and servicing. Online portfolio analysis, account aggregation, and performance reviews are facilitated. Direct integration with portfolio management systems such as Orion for trading and rebalancing is enabled, alongside compatibility with CRMs like Salesforce for real-time client data access.
- Headquarters Los Altos, United States
- Employees 6
- Stage Acquired
- SectorsTechnology
- Website jemstep.com
- Social X
- Acquired by Invesco (Jan 2016)
- Legal Name Jemstep Inc
- Total Equity Funding$10.5M (USD)
in 2 rounds
- Latest Funding Round$4.5M (USD), Series A
Oct 2013
- InvestorsCaleo Capital
& 1 more
- Employee Count6
- Acquired byInvesco
(Jan 2016)
Funding Insights of Jemstep
Jemstep has successfully raised a total of $10.5M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $4.5 million completed in October 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $10.5M
- Total Rounds 2
- Last Round Series A — $4.5M
- First Round $6M
(Feb 2012)
- Investors Count 1
All 2 funding rounds of Jemstep with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2013 | $4.5M | Series A | – | – | |
| Feb 2012 | $6M | Series A | – | – | – |
2 investors in total: 2 institutional.
Investors in Jemstep
Jemstep has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Caleo Capital and Invesco.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Caleo Capital is engaged in providing global financial services. | caleocapital.co.za | Johannesburg, South Africa | ||
Diversified asset management services are offered globally by Invesco. | invesco.com | Atlanta, United States |
Investor details for Jemstep
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Timeline of Jemstep
4 dated milestones of Jemstep across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Jemstep is founded.
- Funding First funding round of $6.0M.
- Funding Latest funding round, Series A, of $4.5M.
- Exit Acquired by Invesco.
Competitors of Jemstep
Jemstep has 2 listed competitors in our database, 2 of them funded. They include Bambu and Marstone.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mybambu.com | 2016 | Memphis, United States | $11.29M | Provider of digital banking for individuals | ||
| marstone.com | 2013 | New York, United States | $13M | White label robo-advisory platform |
Detailed competitors of Jemstep
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of Jemstep
Websites that share an audience with Jemstep (jemstep.com).
Websites whose visitors overlap most with Jemstep. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| futureadvisor.com | 100% | View details | |||
| sigfig.com | 100% | 138.5K | #309,236 | View details | |
| nerdwallet.com | 71% | 22.3M | #2,677 | View details | |
| seekingalpha.com | 56% | 20.7M | #2,518 | View details | |
benepath.com | benepath.com | 54% | #2,647,583 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Jemstep
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- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Jemstep (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Jemstep
Complete news archive for Jemstep
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Frequently Asked Questions about Jemstep
Jemstep was founded in 2008 and raised its 1st funding round 4 years after it was founded.
Jemstep is headquartered in Los Altos, United States. It is registered at Los Altos, California, United States.
Jemstep is a funded company, having raised a total of $10.5M across 2 funding rounds to date. The company's 1st funding round was a Series A of $6M, raised on Feb 2012.
Jemstep has 6 employees.
Jemstep was founded in 2008 in Los Altos, United States, within the financial technology sector. White label platforms are offered to financial advisors for client onboarding, engagement, and servicing. Online portfolio analysis, account aggregation, and performance reviews are facilitated. Direct integration with portfolio management systems such as Orion for trading and rebalancing is enabled, alongside compatibility with CRMs like Salesforce for real-time client data access.
Jemstep has 2 investors. Key investors include Caleo Capital, and Invesco.
Jemstep operates through Jemstep Inc.
Yes. Jemstep was acquired by Invesco in January 2016.