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Step
AddedFeb 13, 2024
UpdatedJun 18, 2026
Step

Step

Operating

Step: A Palo Alto-based fintech firm empowering teens and young adults towards financial independence.

Location
Palo Alto, CA, US
Founded
2018
Firm
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Step is a Palo Alto-based financial services company focused on empowering teens and young adults towards financial independence. The firm leverages its extensive experience in financial technology to create innovative banking solutions tailored for younger generations. Step's mission is to provide a seamless and educational banking experience that helps users achieve financial literacy and autonomy at an earlier age.

Founded by a team with over 50 years of combined fintech expertise, Step stands out for its commitment to youth financial education. The firm offers unique value-add services, including personalized financial tools and resources designed to foster responsible money management. By focusing on the specific needs of teens and young adults, Step aims to build a strong foundation for lifelong financial health.

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Step - Classification

Also Known As
  • Step Mobile, Inc
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services