Jump

AI for Financial Advisors

Salt Lake City, United States · Founded 2022 · $80.0M raised

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.

Summary

Jump is a Fintech company based in Salt Lake City, United States, founded in 2022. It has raised $80.0M in total across 3 rounds, most recently a $80.0M Series B round in Mar 2026. Investors include Insight Partners, Battery Ventures and F-Prime Capital.

Tech & App Stack

5 technologies & apps tracked

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Funding History

Series BSeries BMar 2026
$80.0M

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Investors

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