Jumps

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Jumps

Jumps

AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.

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DR 592022Active2Salt Lake City, United States
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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.
Frequently asked

What does Jumps do?

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.

What is Jumps's revenue?

StartupHub estimates Jumps's annual revenue at $545K (range $400K to $633K, 62% confidence), based on comparable companies in the sector.

Where is Jumps headquartered?

Jumps is headquartered in Salt Lake City, United States.

When was Jumps founded?

Jumps was founded in 2022.

What industry does Jumps operate in?

Jumps operates in Fintech, WealthTech, Financial Services, Voice AI, Conversational AI, Workflow Automation.

How many employees does Jumps have?

Jumps has approximately 2 people on record.

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2
DOMAIN RATING
59
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