Jump

Jump sells AI software for financial advisors. Its products cover meeting preparation, AI note-taking, follow-up emails and tasks, CRM and financial planning updates, client account opening and document intake, and growth analytics. The site describes Jump as built to be configurable for firm policies, with transcript-only, summary-only or full audio and video recording options.

Customers are independent and enterprise financial advisors and advisory firms, including RIAs, IBDs and hybrid firms, with the website citing 45,000+ advisors. The company charges per advisor per month: Meet at $100, and the Onboard and Grow add-ons at $50 each. Custom pricing is offered for large firms through sales.

Jump was founded in 2022 and states it has raised $105M from investors including Insight Partners, Battery Ventures and Citi Ventures. The website lists 40+ integrations and SOC 2-certified infrastructure. Current job postings include remote engineering roles in Brazil and Poland, a hybrid product specialist role in Draper, Utah, and remote sales, marketing and QA positions.

Product: Jump AI platform with Meet (meeting prep, notes, follow-ups), Onboard (account opening, document intake) and Grow (insights, playbooks, opportunity sourcing) for financial advisors.