Jump

Jump is a technology company that provides an AI operating system and assistant specifically designed for financial advisors. The company's core mission is to streamline the workflow of wealth managers and financial advisors by automating administrative tasks, thereby enhancing both advisor efficiency and client experience. Jump aims to transform client conversations, documents, and emails into structured data, automated workflows, and compliance-ready documentation.

Jump's key products and services revolve around its AI-powered meeting assistant, which automates note-taking, generates smart task lists, and facilitates compliance documentation. The platform also handles CRM updates, client recap emails, and financial data extraction. It offers configurable compliance settings and integrates seamlessly with leading CRMs such as Redtail, Wealthbox, and Salesforce, as well as conferencing tools like Zoom, Google Meet, and Microsoft Teams.

Founded in 2022 or 2023, Jump is headquartered in Salt Lake City, Utah, USA. The company recently closed an $80 million Series B funding round in February 2026, led by Insight Partners, bringing its total capital raised to $105 million. Jump has rapidly expanded its user base, serving over 27,000 advisors and adding more than 2,000 new advisors monthly. Led by co-founders Parker Ence (CEO), Adam Kirk (CTO), and Tim Chaves (COO), Jump has been recognized as "Wealthtech Startup of the Year" by Datos Insights and has received multiple industry awards.