AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.
About
Jump provides an AI operating system for financial advisors that automates recording client conversations, transcribing them, and producing notes, task lists, summaries, and compliance records. The platform has scaled from zero to over 27,000 advisors in under two years, making it the fastest-growing wealthtech application in history. Founded by Parker Ence, Tim Chaves, and Adam Kirk, Jump raised an $80M Series B in 2026 led by Insight Partners, bringing total funding to $105M.
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Total Employees
100
Current headcount
Performance
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Frequently Asked Questions
What does Jumps do?
Jump provides an AI operating system for financial advisors that automates recording client conversations, transcribing them, and producing notes, task lists, summaries, and compliance records. The platform has scaled from zero to over 27,000 advisors in under two years, making it the fastest-growing wealthtech application in history. Founded by Parker Ence, Tim Chaves, and Adam Kirk, Jump raised an $80M Series B in 2026 led by Insight Partners, bringing total funding to $105M.
How much funding has Jumps raised?
Jumps has raised a total of $105M in funding. The most recent round on record is Series B.
Where is Jumps headquartered?
Jumps is headquartered in Salt Lake City, United States.
When was Jumps founded?
Jumps was founded in 2023.
What industry does Jumps operate in?
Jumps operates in AI, Fintech, WealthTech, Financial Services.
How many employees does Jumps have?
Jumps has approximately 100 people on record.