Location: 5150 El Camino Real Suite C-20, Los Altos, California, United States United States
Founded in: 2008
Stage: Napkin (idea)
Number of employees: 6-15
Funding history:
- Date: 02/2012, Series A: undisclosed amount (post valuation: undisclosed amount).
Investors: Private Investors
Short URL:
Followers (4)


The Complete Advisor Solution
Los Altos, California, United States United States
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Company description

Jemstep Advisor Pro is an online client acquisition and servicing platform for financial advisors that helps them attract more clients, increase  AUM and service their clients more efficiently. Includes paperless account opening, account aggregation and CRM integration.

  • Kevin Cimring
    Kevin Cimring | Team member
    Co-founder and joint CEO of Jemstep, a Silicon Valley start-up that takes the complexity out of investing by using technology to evaluate and identify your best investment options.