Jump

About
What does Jump do?
Jump provides an AI-powered platform designed to automate administrative tasks for financial advisors, such as meeting preparation, note-taking, and CRM updates. The company is expanding its offering to become a comprehensive intelligence and AI orchestration layer, aiming to reduce operational friction, drive growth, and improve client experience for advisory firms.
What is Jump's revenue?
StartupHub estimates Jump's annual revenue at $39.5M (range $33.8M to $74.5M, 28% confidence), based on comparable companies in the sector.
What is Jump's valuation?
StartupHub estimates Jump's effective valuation at $385.9M (range $250.0M to $600.0M, 22% confidence), based on comparable companies in the sector.
How much funding has Jump raised?
Jump has raised a total of $100M in funding. The most recent round on record is Series B.
Where is Jump headquartered?
Jump is headquartered in Salt Lake City, United States.
When was Jump founded?
Jump was founded in 2023.
What industry does Jump operate in?
Jump operates in WealthTech, Fintech, AI, SaaS, Workflow Automation, Productivity Software.
AI-powered platform for personalized investment portfolio management and financial advice.
AI-powered platform for personalized financial planning and investment management.
AI-powered platform providing automated financial advisory and wealth management solutions for individual investors.
AI-powered platform for financial advisory firms to manage client relationships and operations.
AI-powered platform for optimizing capital gains tax strategies and investment decisions.
AI-powered platform for personalized financial planning and investment management.
AI-powered platform for personalized financial planning and investment management.
AI-powered platform for personalized financial planning and investment management.
An entrant is a company tagged WealthTech whose domain was first registered in the window, counted from registry records in the StartupHub directory. Registry detection runs two to three weeks behind registration, so recent weeks are a floor.
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