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Company profile: Jemstep

1.1 - Company Overview

Jemstep Logo

Jemstep

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of an automated client engagement, onboarding and service platform for investment advisors. Jemstep Advisor Pro helps advisors attract more prospects, increase AUM, and service clients more efficiently, transforming the way advisors run their businesses.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Jemstep

Yield Book Logo

Yield Book

HQ: United States Website
  • Description: Provider of fixed income analytics, offering Yield Book Classic for indicative data, pricing, yield curves, trade analysis, and personal database capabilities; Boost for faster portfolio calculations with interactive and automated processing; Excel Add-In; Calculator for single security analysis; API for custom apps; and a Structuring Tool to market and analyze deals, repackage collateral, price tranches, and identify deal arbitrage opportunities.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Yield Book company profile →
TMX Group Logo

TMX Group

HQ: Canada Website
  • Description: Provider of listing and trading markets, clearing facilities, depository services, technological solutions, data products, and other services to the global financial community; manages multiple marketplaces offering investment options.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TMX Group company profile →
Livevol Securities Logo

Livevol Securities

HQ: United States Website
  • Description: Provider of options brokerage services and access to Livevol X, a premier options execution platform offering an all-in-one solution for execution, real-time analytics, and portfolio risk management across equities and options markets, with an integrated suite of tools, scans, and algorithms.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Livevol Securities company profile →
Stockpile Logo

Stockpile

HQ: United States Website
  • Description: Provider of a subscription-based investing platform for beginners and families, offering stock and cryptocurrency investing with fractional trading, custodial accounts for kids, and hands-on learning. Services include stock and crypto gift cards, debit card checkout for immediate stock purchases without bank linking, and access to crypto with third-party execution and custody.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Stockpile company profile →
Sparta Commodities Logo

Sparta Commodities

HQ: Switzerland Website
  • Description: Provider of offerings that enable traders to identify opportunities with complete clarity and conviction.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Sparta Commodities company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Jemstep

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Jemstep

2.2 - Growth funds investing in similar companies to Jemstep

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4 - Top valuation comps for Jemstep

4.2 - Public trading comparable groups for Jemstep

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4.3 - M&A Transactions similar to Jemstep

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Jemstep

What does Jemstep do?

Jemstep is a provider of an automated client engagement, onboarding and service platform for investment advisors. Jemstep Advisor Pro helps advisors attract more prospects, increase AUM, and service clients more efficiently, transforming the way advisors run their businesses.

Who are Jemstep's competitors?

Jemstep's competitors and similar companies include Yield Book, TMX Group, Livevol Securities, Stockpile, and Sparta Commodities.

Where is Jemstep headquartered?

Jemstep is headquartered in United States.

How many employees does Jemstep have?

Jemstep has 1,000 employees 🔒.

When was Jemstep founded?

Jemstep was founded in 2010 🔒.

What sector and industry vertical is Jemstep in?

Jemstep is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Jemstep

Who are the top strategic acquirers in Jemstep's sector and industry

Top strategic M&A buyers and acquirers in Jemstep's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Jemstep?

Top strategic M&A buyers groups and sectors for Jemstep include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Jemstep's sector and industry vertical

Which are the top PE firms investing in Jemstep's sector and industry vertical?

Top PE firms investing in Jemstep's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Jemstep's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Jemstep's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Jemstep's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Jemstep include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Jemstep's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Jemstep?

The key public trading comparables and valuation benchmarks for Jemstep include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Jemstep for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Jemstep with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Jemstep's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Jemstep with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Jemstep's' sector and industry vertical?

Access recent funding rounds and capital raises in Jemstep's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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