Alternatives to Jump
The top WealthTech companies similar to Jump, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
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zocks53AI AssistantSan Francisco, United States$128.6MAI assistant for meetings and communication.
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Granular AI43AgTechConcord, United States - Website
Flys AI29MeetingsTel Aviv, IsraelMeeting intelligence platform optimizing work by providing visibility into meetings and company-level productivity.
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Read AI63Artificial IntelligenceSan Francisco, United StatesAI-powered meeting notetaker and intelligence company.
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Otaria9AI AgentA unified command center integrating email, calendar, messages, tasks, meetings, and CRM to surface critical information and enable action.
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Vibe49Artificial IntelligenceSan Francisco, USA$10.0MAI-powered workspace platform and wearable device for capturing real-world conversations.
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Overbook22Agentic AIAI-powered scheduling and productivity platform for teams and individuals.
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Motion62ProductivitySan Francisco, United States$76.0MAI-powered super app for work, automating tasks, prioritizing projects, and managing calendars.
- Website Meetmode8AI Agentic
AI-powered meeting assistant for scheduling, note-taking, and action item tracking.
- Website Meetreset8Conversational AI
AI-powered meeting summarization and action item extraction for teams.
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Aidentified54WealthTechBoston, United States$22.5MAI-powered relationship intelligence platform for financial services to identify and engage high-value prospects.
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Mimos58WealthTechLondon, United Kingdom$4.5MMimos is an AI-powered Answer Engine Optimization platform that helps regulated firms get discovered on AI platforms like ChatGPT and Gemini.
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WNSTN48WealthTechNew York, United States$1.2MAI-driven platform for personalized portfolio management and enhanced investment data analysis.
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Orion Advisor Solutions67FintechOmaha, United States$223.0MTechnology platform for financial advisors to manage client relationships and operations.
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Advvyzon29WealthTechChicago, United StatesCRM for financial advisors.
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knomee29WealthTechFoster City, United StatesBehavioral finance-powered platform for wealth management firms to convert and retain clients.
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NEVIS62FintechNew York, United States$40.0MMeeting intelligence and analytics platform.
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Fathom60AI Meeting AssistantSan Francisco, United States$17.0MFathom is an AI meeting assistant that records, transcribes, and summarizes meetings on Zoom, Google Meet, and Microsoft Teams, allowing users to focus on the conversation.
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Vee57AI AgentsSan Francisco, United States$19.0MAI-powered platform empowering nonprofit teams to start, grow, and achieve their missions.
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Ctrl53EnterpriseSan Francisco, United States$8.0MEmpowers sales and customer success professionals with custom data workspaces for faster customer insights.
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Granola52Sales Execution & OrchestrationSan Francisco, United States$125.0MGranola is an AI-powered notepad that enhances meeting notes and transcriptions for individuals and teams in back-to-back meetings.
- Website VIVitality (Business/Productivity Software)49Sales EnablementSan Francisco, United States$12.0M
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crmCopilot (YC W24)48AI CopilotSan Francisco, United States$500.0MAI assistant for front-office teams, automating tedious tasks and providing proactive customer insights.
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Closely42Sales EnablementSan Francisco, United States$1.5MAI-powered platform for sales teams to manage customer relationships and drive revenue.
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InTouchApp40Contact ManagementMumbai, India$1.0MSmart contact management app for professionals and businesses.
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Valla40AI Tools & AppsTel Aviv, Israel$4.7MA modern ePub reader for macOS
- Website Petalos38CRM$1.0M
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monday.com78Work OSTel Aviv, Israel$234.1MThe work platform teams love to use. Built with AI to power faster, smarter work at any scale.
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Zapier77Workflow AutomationSan Francisco, United States$1.3BZapier automates workflows by connecting web applications, enabling users to move data and automate tasks without coding.
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Fiserv Inc.77Banking TechnologyMilwaukee, United States$300.0MGlobal financial technology provider for banks, credit unions, merchants, and businesses.
- Website YAYaso36CRMTel Aviv, Israel$10.1M
Yaso is a platform that helps businesses manage their customer relationships and streamline operations.
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eToro74FintechLimassol, Cyprus$524.0MeToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
- Website Capitalnexus34Fintech$1.5M
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InvisEye38WealthTechTenafly, United States - Website
Island72EnterpriseDallas, United States$1.1BIsland builds the Enterprise Browser, a Chromium-based browser purpose-built for enterprises with built-in security controls, data governance, and act
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Oracle Corporation72Enterprise SoftwareAustin, United States$26KGlobal technology company providing enterprise software, cloud infrastructure, and hardware solutions.
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Gre is a platform that helps businesses manage their customer relationships and streamline sales processes.
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SalesLoft71Sales EnablementAtlanta, United States$273.0MAI Revenue Orchestration Platform for modern sales teams to drive pipeline and close deals faster.
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NetSuite71Enterprise SoftwareAustin, United States$120.0MCloud-based enterprise resource planning and business management software
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Outreach70Agentic AISeattle, United States$297.0MAI-powered platform for revenue teams to automate workflows, improve engagement, and drive growth.
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Practifi55FintechSydney, AustraliaCRM and workflow automation platform for financial services.
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AdvisorEngine55FintechNew York, United StatesDigital wealth management platform for financial advisors to grow their businesses.
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Gainsight Customer Success70B2B SaaSSan Francisco, United States$405.3MCustomer Success and Product Experience software platform for customer retention and growth.
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HoneyBook70SMB SoftwareSan Francisco, United States$465.0MAn AI-powered clientflow management platform helping independent businesses streamline billing, contracts, and client communication.
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Salesforce Einstein69CRMSan Francisco, United States$65.0MAI-powered features integrated into Salesforce's CRM platform to enhance productivity and insights.
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ClickUp69Project ManagementSan Francisco, United States$531.5MClickUp is a cloud-based productivity and collaboration platform offering task management, project management, and time tracking features.
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Talos68BlockchainNew York, United States$145.0MInstitutional-grade technology for the full digital asset trading lifecycle.
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Calendly68Productivity SoftwareAtlanta, United States$350.6MAutomates meeting scheduling for individuals and teams, integrating with calendars and communication tools.
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Notion Labs67AISan Francisco, United States$525.0MAI assistant integrated into Notion for writing, summarizing, brainstorming, and streamlining workflows within the workspace.
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Dealism27Sales EnablementTel Aviv, Israel$15.0MAI-powered platform for managing and optimizing B2B sales deals and customer relationships.
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The Browser Company67Agentic BrowserNew York, United States$154.0MThe Browser Company builds Dia, an AI-powered browser designed for a more personal, focused, and creative internet experience.
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Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.
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Gamma66AISan Francisco, United States$148.0MAI design partner for creating presentations, websites, social media, and more at the speed of thought.
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Poppy65Artificial IntelligenceSan Francisco, USA$63.0MAI-powered app that connects your calendar, email, messages, and other services to surface reminders, suggestions, and tasks.
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Compass64Real EstateNew York, United States$1.1BA real estate technology company providing an end-to-end platform for agents and clients.
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Motion app64AI ProductivityToronto, Canada$19.0MAI-powered work management platform for human and AI employees.
Compare Jump head to head
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