Jump
AI for Financial Advisors
Jump was founded in 2022, is headquartered in Salt Lake City, United States, lists 51–200 employees, and has $80.0M in recorded funding across 3 rounds.
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 9 investors for this company. The full record is or through the API.
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 lists 51–200 employees. 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
7 technologies & apps tracked
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Funding History
Mar 2026
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Funding: Series A through Series B. Amounts, valuations, and investors where available.
Investors
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