Step is a next generation financial services company building the best banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. Step is founded by a team with 50+ years of combined financial technology experience. Their mission is to create a bank that gives you the tools to become smarter with your money and reward you along your financial journey.

Finance

Step

Step's headquarters in Palo Alto, CA, United States

CJ MacDonald

George L. Bowen

Carter Hansen

Rochelle Williams Brann

Jamie Knowlton

Guillaume Lebleu

Alexey Kalinichenko

The Engineering Team at Step is responsible for designing, developing, and maintaining the innovative software solutions that power the company’s banking services. With a focus on creating user-friendly interfaces and robust backend systems, they work collaboratively to enhance the platform's functionality, ensuring financial tools are accessible and engaging for teens and young adults. This team leverages their expertise in software engineering and data science to drive continuous improvement and support Step's mission of fostering financial independence and knowledge.

Engineering Team

The Risk and Compliance team at Step is dedicated to ensuring that the company's operations adhere to regulatory standards and best practices in financial services. They proactively identify, assess, and mitigate potential risks, including fraud and compliance violations, while fostering a secure environment for users. By implementing robust anti-money laundering (AML) measures and cultivating trust and safety protocols, the team plays a critical role in maintaining the integrity of Step’s banking experience for teens and young adults.

Risk and Compliance

The Marketing and Customer Experience team at Step is dedicated to enhancing brand visibility and engagement among teens and young adults. They develop and execute strategic marketing campaigns, manage customer interactions, and create community-driven initiatives to foster financial literacy and independence. By leveraging insights from customer feedback and lifecycle marketing, this team ensures a seamless and rewarding banking experience that empowers users on their financial journeys.

Marketing and Customer Experience

The Operations and Strategy team at Step is responsible for optimizing internal processes and driving strategic initiatives that enhance the overall banking experience for teens and young adults. This team analyzes data to inform business decisions, manages financial performance, oversees customer experience operations, and implements automation solutions, ensuring that Step remains agile and competitive in the financial services landscape.

Operations and Strategy

The Leadership Team at Step is responsible for setting the strategic vision and direction of the company, leveraging their extensive experience in financial technology to drive innovation and operational excellence. They collaborate to develop products that empower teens and young adults, ensuring that Step delivers a superior banking experience that educates users and fosters financial independence. Their collective expertise guides the company in achieving its mission and scaling its impact in the financial services landscape.

Leadership Team

The Product Development Team at Step is responsible for designing, developing, and enhancing the banking products tailored for teens and young adults. This team collaborates to create intuitive user experiences, ensuring that financial tools are engaging and educational. With a focus on innovation and usability, they strive to empower young users to achieve financial independence through effective product solutions.

Step

Org chart

Teams

Engineering Team

Risk and Compliance

Marketing and Customer Experience

Operations and Strategy

Leadership Team

Product Development Team

Offices

Step

Org chart

Teams

Engineering Team

Risk and Compliance

Marketing and Customer Experience

Operations and Strategy

Leadership Team

Product Development Team

Offices

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