Jump
AI for Financial Advisors
- Headquarters
- Salt Lake City, Utah
- Employees
- 51–200
- Founded
- 2022
- Business Model
- SaaS
- Website
- jump.ai
- Total Funding
- $80.0M
- Last Round
- $80.0M Series BMar 2026
- Rounds
- 3
About
Jump is an AI operating system for financial advisors that transforms client meetings, emails, and documents into structured data and automated workflows. The platform automates meeting prep, notetaking, compliance documentation, CRM updates, and client communication throughout the entire advisor-client lifecycle. Jump helps advisors uncover growth opportunities, understand client sentiment, and operationalize every conversation at scale. Launched in 2024, the company serves nearly 1 in 10 U.S. financial advisors and raised $80M Series B in 2026.
Tech & App Stack
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Mar 2026
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