Jump

Jump makes AI software for financial advisors at independent practices and large enterprise firms, and also sells versions for asset management wholesalers, insurance distribution teams, accountants, and banks and credit unions. The company says more than 45,000 advisors use it.

Its core product records and summarizes client meetings, builds meeting agendas and pre-meeting briefs, drafts follow-up emails, assigns tasks and writes structured data back into the CRM or planning software. Onboard handles account opening during a meeting, document intake and automatic form completion, including opening Schwab and Fidelity accounts live during the meeting. Grow adds meeting analytics, topic trends, advisor coaching and flags revenue opportunities such as held-away assets. Enterprise plans add SSO, compliance dashboards, custom disclosures and attestations, and API access. Jump connects to more than 30 systems, including Salesforce, Wealthbox, Redtail, eMoney, Wealth.com, Zoom and Microsoft Teams.

Jump was founded in 2022. It says it has raised $105 million with Insight Partners, Battery Ventures, F-Prime, Allianz and Citi Ventures among its investors. Published pricing starts at $100 per advisor per month for the Meet plan, with Onboard and Grow as $50 add-ons and enterprise pricing by quote.