
Jumps
AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.
About
Jump offers an AI operating system for financial advisors designed to enhance client meetings and operational efficiency. Its core product, "Meet," automates meeting notes, pre-meeting briefs, and post-meeting data syncing, while "Grow" helps uncover growth opportunities and understand client sentiment. Jump serves enterprise firms, independent advisors, insurance professionals, tax advisors, asset managers, and banks, aiming to help them save time and grow AUM.
Key facts
At-a-glance profile data
- Website
- jump.ai
- Headquarters
- Salt Lake City, United States
- Founded
- 2022
- Employees
- 2
- Total funding
- -
- Business model
- B2B SaaS
Tech stack
Detected on jump.ai, last scanned 6 Sept 2026. Run your own scan
- Compliance
- SOC 2
- Frontend
- Tailwind CSS
- Analytics
- Google Tag Manager, PostHog
- CMS / Builders
- Ghost
- Hosting
- Fly.io
- Email provider
- Google Workspace
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Frequently asked
How many employees does Jumps have?
Jumps has approximately 2 people on record.
