Jump
Jump is an AI-native operating system for financial advisors that automates meeting workflows, client onboarding, and compliance documentation. It serves over 35,000 advisors across wealth management, insurance, accounting, and banking firms managing approximately $12 trillion in client assets.
- Company typePrivate
- Founded2023
- HeadquartersSalt Lake City, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Jump does
Jump is a Salt Lake City-based AI company founded in 2023 that builds an AI operating system purpose-built for financial advisors. The platform unifies meeting intelligence, CRM automation, compliance documentation, and growth analytics into three integrated product lines: Meet (AI Notetaker, Pre-Meeting Prep, Post-Meeting Data Sync, Follow-Up Emails & Tasks, Meeting Scheduling, Agendas), Grow (Signals, Playbooks, Scorecards, Pulse, Dashboards), and Operate (AI Intake Forms, Document Intelligence). A central AI Operating System layer powers these products through proprietary natural language processing, speech transcription, anomaly detection, predictive sentiment analytics, and an AI Associate agent capable of executing multi-step actions across CRM, email, and financial planning tools with human-in-the-loop approval.
The platform integrates natively with 30+ wealthtech systems including Salesforce, Redtail, Wealthbox, eMoney, RightCapital, Orion, Black Diamond, Schwab, TaxStatus, Holistiplan, Wealth.com, Hubly, and Karbon, creating a bidirectional interoperability layer across CRM, financial planning, portfolio management, custodian, tax, estate planning, document management, workflow automation, and calendar/VoIP systems. Jump is SOC 2 Type II compliant and holds the #1 ranking for market share and customer satisfaction among advisor AI platforms according to T3, Kitces, and The Oasis Group reports.
The company generates revenue through per-seat SaaS subscriptions priced at $75–$120 per advisor per month across three tiers (Meet, AI Operating System, and Enterprise with API, SCIM/SAML, SSO, and compliance dashboard). Go-to-market combines product-led growth with free trials for individual advisors and SMB firms alongside enterprise field sales targeting large IBDs, RIAs, and RIA aggregators. Jump claims 35,000+ advisors across clients including LPL Financial, Osaic, Cetera, Equitable Advisors, Focus Financial Partners, StoneX, and has expanded into insurance, accounting, asset management, and banking verticals as well as the Canadian market.
Jump firmographics
Firmographics- Name
- Jump
- Legal name
- Jump
- Website
- https://jump.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Jump is an AI-native operating system for financial advisors that automates meeting workflows, client onboarding, and compliance documentation. It serves over 35,000 advisors across wealth management, insurance, accounting, and banking firms managing approximately $12 trillion in client assets.
- Ownership category
- akta.pro rank
Jump industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)
Keywords
Where Jump is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Jump business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription (Per-Seat): Monthly or annual subscription pricing per advisor seat. Four pricing tiers ranging from $75 to $120 per advisor monthly. Enterprise pricing with additional features like API, SCIM/SAML, SSO, compliance dashboard.
- Tiered Product Packages: Meet, Grow, and Operate product tiers. Meet at $100/advisor/mo ($75 ramping). AI Operating System included free with all packages. Enterprise tier adds API access, custom disclosures, SSO, compliance dashboard, build capabilities, custom attestations, and conditional features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Meet - AI notetaking and meeting automation |
| Per seat | Annual | Grow - AI Operating System with growth features |
| Per seat | Annual | Enterprise - Full platform with advanced compliance |
| Per seat | Monthly | Four pricing tiers from $75-$120 per seat |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels10 records
Jump product offering
Product offeringCore offering
Jump sells an AI-powered operating system for financial advisors that automates the full meeting lifecycle (pre-meeting prep, AI notetaking, post-meeting CRM/financial planning sync, follow-up emails and tasks), surfaces growth opportunities (referrals, held-away assets, churn risk, intent shifts), grades advisor performance, and streamlines client onboarding. It is delivered as a per-seat SaaS subscription to independent advisors, wealth management firms, IBDs, RIA aggregators, and adjacent financial-services verticals (insurance, accounting, asset management wholesalers, banks and credit unions).
Product overview
Jump is an AI-powered operating system for financial advisors, structured as a platform-plus-modules architecture with three core product lines — Meet (meeting lifecycle), Grow (revenue growth), and Operate (back-office automation) — unified by a central AI Operating System intelligence layer. Meet covers AI Notetaker, Pre-Meeting Prep, Post-Meeting Data Sync, Follow-Up Emails & Tasks, Meeting Scheduling, and Meeting Agendas. Grow covers Signals (opportunity/risk detection), Playbooks (repeatable growth workflows), Scorecards (performance grading), Pulse (meeting analytics), and Dashboards (firm-wide insights). Operate covers AI Intake Forms and Document Intelligence for client onboarding. AI Associate acts as the cross-platform execution agent connecting CRM, email, and planning tools, while Client Profiles provide a unified view of each client across all data sources. The platform is priced in tiers (Meet at $75–$100/advisor/month, full AI OS at $100/advisor/month, and Enterprise with API, SCIM/SAML, SSO, and custom compliance controls), and supports 35,000+ advisors across LPL, Osaic, Cetera, Equitable Advisors, and other major wealth management firms.
Differentiator
Problem solved
Functional benefit
Products and services
- Jump AI Operating System Core AI platform and intelligence layer that aggregates CRM, meeting, email, and financial planning data into structured intelligence, automated workflows, compliance-ready documentation, and firm-wide analytics. Included across all Jump plans.
- Jump Meet AI-powered meeting lifecycle product suite for financial advisors, covering pre-meeting briefs, AI notetaking, meeting agendas, post-meeting CRM and financial planning data sync, follow-up emails and tasks, and meeting scheduling.
- Jump Grow AI-powered growth product suite that uncovers referral opportunities, retention risks, and next-best actions by analyzing client sentiment and intent across every interaction, with Signals, Playbooks, Scorecards, Pulse, and Dashboards.
- Jump Operate (Onboard) AI-powered operations product suite that reduces back-office effort by automating client onboarding, handling document overload via AI Intake Forms and Document Intelligence, and managing email workflows across the enterprise.
- AI Associate Intelligent AI agent that connects to CRM, email, planning tools, and documents to answer questions and take cross-system actions such as updating records, drafting emails, and scheduling follow-ups, with human-in-the-loop approval for all actions. Included in the AI Operating System tier and above.
- Jump Enterprise (Build with Jump API) Enterprise deployment tier for large wealth management firms and IBDs, adding API access for custom integrations and automations, SCIM/SAML, SSO, compliance dashboard, custom disclosures, custom attestations, and conditional features on top of the full AI Operating System.
Quantifiable outcome
- Advisors save 5-15 hours per week on pre- and post-meeting work
- +5 more outcomes
Companies that use Jump
Customer profileNamed customers15 records
Segments6 records
Ideal customer profiles7 records
Jump technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration39 records
AI capability11 records
Feature10 records
Jump partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered flagship, core, minor and acquisition.
- Equitable AdvisorsflagshipPartnership to deploy AI-powered operating system for financial advisors. Initiative aims to improve productivity by automating administrative workflows.
- MarkelcoreStrategic collaboration to expand access to Jump's AI platform through Markel's network of financial professionals. Combines AI technology with Markel's specialty insurance offerings including E&O insurance for advisory firms adopting AI.
- Perennial Financial ServicescoreExpanded partnership to deploy Jump's 'Operate' solution firmwide across independent advisory platform. Includes AI Intake Forms, Document Intelligence, and pre-meeting preparation capabilities.
- Focus Financial PartnersflagshipStrategic partnership deploying Jump's AI platform across Focus's network of 800 advisors managing $500 billion in assets. Followed successful pilot showing 70% task time reduction.
- Joseph Caruso & AssociatesminorInsurance broker partner in collaboration with Markel to provide AI-powered technology and insurance solutions for financial advisory firms.
- Wealth.comcoreIntegration linking client conversations with estate plans. Brings estate and tax-planning context directly into pre-meeting prep.
- TaxStatuscoreFirst IRS-verified financials integration on an AI advisor platform. Connects to IRS to pull verified financial information, analyzing over 3,000 data points per taxpayer.
- HolistiplancoreIntegration to power smarter, more contextual tax conversations. Pulls key tax insights directly into pre-meeting prep.
- RedtailcoreJump fully embedded inside Redtail CRM, bringing meeting prep, notes, and follow-ups directly into the system advisors already use.
- SalesforcecoreIntegration enabling automatic sync of meeting notes, tasks, and client updates to Salesforce CRM.
- WealthboxcoreCRM integration allowing Jump to update fields after meetings and save time on follow-ups.
- eMoneycoreFinancial planning integration bringing planning context into meetings and automatically suggesting updates to client data.
- RightCapitalcoreIntegration keeping financial planning data up-to-date from RightCapital platform.
- OrioncorePortfolio management integration bringing portfolio context directly into pre-meeting prep.
- SchwabcoreCustodian integration bringing account data, alerts, and in-flight service updates directly into pre-meeting prep.
- Canadian Wealth Management FirmsminorFormalized advisor operating system for Canadian market with integrations meeting CIRO and PIPEDA regulatory requirements.
- Mobile AssistantacquisitionAcquisition of transcription services company in October 2025 to enhance AI capabilities and expand advisor network to nearly 20,000 users.
- The Oasis GroupcoreReleased white paper on Agentic AI in Wealth Management. Ranked #1 in market share and satisfaction in Oasis Group reports.
- The American College of Financial ServicesminorPartnered on advisor insights report for annuities section, providing subject-matter expertise.
Scale indicators12 records
Recent moves8 records
Expansion highlights7 records
Jump competitors and assessment
Company assessmentDirect peers
- Otter.ai: Otter.ai is a leading AI meeting transcription and note-taking platform with broad consumer and enterprise adoption. Jump competes directly on meeting intelligence, though Jump differentiates via deep advisor-specific workflows, CRM/financial-planning integrations, and compliance-ready outputs.
- Fathom: Fathom is an AI notetaker that joins meetings, records, transcribes, and syncs notes to CRMs. It is a direct competitor to Jump's AI Notetaker module, with similar sales-led positioning into CRM-using professionals including financial advisors.
- Tifin: Tifin builds AI-driven wealth and investment platforms serving financial advisors and asset managers. It is a direct competitor in the AI-for-advisors category, focused on practice growth, lead generation, and investor engagement workflows.
Emerging players
- Read AI: Read AI provides AI meeting summaries, transcripts, and engagement analytics across video conferencing tools. It overlaps with Jump's Pulse, Scorecards, and meeting analytics capabilities, though it is less specialized to financial advisor workflows.
- Nitrogen (formerly Riskalyze): Nitrogen is a wealthtech platform offering risk tolerance, client engagement, and growth tools to financial advisors. It is an adjacent competitor targeting similar enterprise RIA and IBD customers with overlapping practice-management positioning.
- Advisor360: Advisor360 provides a unified technology platform for enterprise wealth management firms covering CRM, financial planning, and portfolio data. It competes for the same enterprise wealth-management-IT budgets Jump is targeting with its AI Operating System.
- FMG Suite: FMG Suite provides marketing automation, content, and AI-powered tools for financial advisors. It is an adjacent competitor serving similar independent-advisor and IBD segments, with overlapping content-generation and growth use cases versus Jump's Grow module.
Broad incumbents
- Microsoft Copilot for Sales: Microsoft Copilot embeds AI meeting intelligence, CRM summaries, and email drafting across Microsoft 365 and Dynamics 365. It is a broad incumbent threat to Jump's Meet and Email Assistant modules because many advisor firms already use Microsoft 365.
- Salesforce Einstein: Salesforce Einstein adds AI-driven summarization, next-best-action, and conversation intelligence to Salesforce CRM. Given Jump's deep Salesforce integration, Einstein is both partner and competitor—particularly for AI features running natively in the CRM.
- Zoom AI Companion: Zoom AI Companion provides free AI meeting summaries, action items, and chat composition across Zoom Workplace. It threatens Jump's Notetaker and Follow-up modules for any advisor firm using Zoom as a primary meeting platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Jump social profiles
Digital presenceJump compliance and trust
Trust signalCompliance1 record
Jump financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jump leadership team
Management profileNumber of profiles
Profiles7 records
Jump subsidiaries and ownership
Company hierarchySubsidiaries1 record
Jump funding detail
Funding detailFunding overview
Funding rounds3 records
Investors11 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jump M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jump
What does Jump do?
Jump sells an AI-powered operating system for financial advisors that automates the full meeting lifecycle (pre-meeting prep, AI notetaking, post-meeting CRM/financial planning sync, follow-up emails and tasks), surfaces growth opportunities (referrals, held-away assets, churn risk, intent shifts), grades advisor performance, and streamlines client onboarding. It is delivered as a per-seat SaaS subscription to independent advisors, wealth management firms, IBDs, RIA aggregators, and adjacent financial-services verticals (insurance, accounting, asset management wholesalers, banks and credit unions).
Is Jump a public or private company?
Jump is a private company. It is classified as venture growth investor backed and is currently operating.
When was Jump founded?
Jump was founded in 2023. It employs 101 to 250 people.
Where is Jump based?
Jump is headquartered in Salt Lake City, United States, in the North America region.
How does Jump make money?
Two revenue lines are on record. SaaS Subscription (Per-Seat) is the primary driver. The others are tiered Product Packages.
Who are Jump's main competitors?
Direct peers on record are Otter.ai, Fathom and Tifin. Emerging players are Read AI, Nitrogen (formerly Riskalyze), Advisor360 and FMG Suite. Broad incumbents are Microsoft Copilot for Sales, Salesforce Einstein and Zoom AI Companion.
Does Jump have an API?
Yes. Jump offers an API under its Enterprise package (Build with Jump), enabling custom integrations and automations for enterprise clients. The enterprise tier includes API access alongside SCIM/SAML, SSO, compliance dashboard, custom attestations, and conditional features.
What industry is Jump in?
Jump's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of CRAFAIAB, Software/SaaS Subscriptions (Consumer & Prosumer). Its NAICS code is 523940 and its SIC code is 7372.