Jump is an AI assistant and intelligence engine built for financial advisors and other financial services professionals. The platform automates meeting preparation, note-taking, recaps, follow-ups and CRM updates while embedding industry-leading compliance and delivering over 20 AI-driven features. Launched in 2023, it has scaled from zero to 27,000 advisor users in under two years, adding more than 2,000 new advisors each month and touching firms that manage an estimated $12 trillion in client assets. Advisors using Jump report saving one to two hours per day and experiencing measurable increases in organic growth. The technology has processed the equivalent of 183 continuous years of client meetings and has earned seven industry awards. With new funding, Jump plans to evolve its meeting assistant into a comprehensive intelligence and AI orchestration layer that proactively identifies opportunities, risks and next-best actions for advisors, while enhancing enterprise-grade functionality for large deployments. The company has now raised a total of $105 million to support this vision.

Total raised

$105M

Funding rounds

3

Latest round

Series B

Latest activity

Feb 2026