Ju
Jump
AI assistant automating advisor meeting prep, notes and CRM updates
Jump provides an AI assistant for financial advisors that automates meeting preparation, note-taking, recaps, follow-ups and CRM updates, with compliance controls built in. It is expanding from meeting tooling into a broader advisor operating system and is distributed through large broker-dealers and insurers.
GAII take
Category leader in advisor meeting AI by funding and broker-dealer distribution; differentiation now hinges on post-meeting workflow depth.
Category leader in advisor meeting AI by funding and broker-dealer distribution; differentiation now hinges on post-meeting workflow depth.
- Website
- jump.ai
- Headquarters
- Salt Lake City, UT, USA
- Founded
- 2023
- Company type
- Scale-up
- Funding
- $105M · Series B
- Latest round
- Series B · $80M · Feb 2026
- Status
- Active
- Founders
- Parker Ence
- Investors
- Insight Partners, Battery Ventures, F-Prime, Citi Ventures, TIAA Ventures, Allianz Life Ventures
- Named customers
- Focus Financial Partners, LPL Financial, Osaic, Cetera, Allianz Life, Manulife
- Also in
- Risk, Compliance & Operations
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Reporting & IRCompliance
- Ai capability
- Voice & transcriptionAgents & automation
- Delivery
- SaaS application
GAII ID GAII-T0238 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.