About
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.
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Frequently Asked Questions
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.
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.