Jump
Jump
Meeting intelligence and productivity platform.
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.
Key facts
At-a-glance profile data
- Website
- jump.ai
- Headquarters
- Salt Lake City, United States
- Founded
- 2023
- Total funding
- $100M (Series B)
- Business model
- B2B
- Tags
- WealthTechFintechAISaaSWorkflow Automation
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 19 Feb 2026 | Series B | $80M | Insight Partners |
| 1 Feb 2025 | Series A | $20M | Battery Ventures |
Tech stack
Detected on jump.ai, last scanned 22 Aug 2026. Run your own scan
- Compliance
- SOC 2
- Frontend
- Tailwind CSS
- Analytics
- Google Tag Manager
- CMS / Builders
- Ghost
- Hosting
- Fly.io
- Email provider
- Google Workspace
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Frequently asked
How much funding has Jump raised?
Jump has raised a total of $100M in funding. The most recent round on record is Series B.