While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients.
Jemstep falls squarely into the latter category. While they began as a direct to consumer automated RIA, they pivoted to a B2B model and launched their Jemstep Advisor Pro platform for RIAs and broker-dealers to enable them to build their own robo-advisor services.
I recently spoke to Simon Roy, Jemstep’s President, about their platform, their recent partnership with Orion Advisor Services and the future of robo-advisors.
Read more at Iris.xyz.