Jump

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.

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

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

• AI meeting intelligence
• Wealth management software
• Financial advisor platform
• Advisor productivity tools
• Wealthtech AI platform

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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.
2. 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

Go-to-market motion2 records

Distribution channels4 records

Marketing channels10 records

Core 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

Named customers15 records

Segments6 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration39 records

AI capability11 records

Feature10 records

Partnerships

19 partnerships are on record, tiered flagship, core, minor and acquisition.

• Equitable AdvisorsflagshipStrategic or Co-development Partner · 2 June 2026Partnership to deploy AI-powered operating system for financial advisors. Initiative aims to improve productivity by automating administrative workflows.
• MarkelcoreGTM or Marketing Partner · 28 April 2026Strategic 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 ServicescoreStrategic or Co-development Partner · 13 April 2026Expanded 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 or Co-development Partner · 22 January 2026Strategic 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 & AssociatesminorChannel Partner/ Reseller/ DistributorInsurance broker partner in collaboration with Markel to provide AI-powered technology and insurance solutions for financial advisory firms.
• Wealth.comcoreTechnology or IntegrationIntegration linking client conversations with estate plans. Brings estate and tax-planning context directly into pre-meeting prep.
• TaxStatuscoreTechnology or IntegrationFirst 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.
• HolistiplancoreTechnology or IntegrationIntegration to power smarter, more contextual tax conversations. Pulls key tax insights directly into pre-meeting prep.
• RedtailcoreTechnology or IntegrationJump fully embedded inside Redtail CRM, bringing meeting prep, notes, and follow-ups directly into the system advisors already use.
• SalesforcecoreTechnology or IntegrationIntegration enabling automatic sync of meeting notes, tasks, and client updates to Salesforce CRM.
• WealthboxcoreTechnology or IntegrationCRM integration allowing Jump to update fields after meetings and save time on follow-ups.
• eMoneycoreTechnology or IntegrationFinancial planning integration bringing planning context into meetings and automatically suggesting updates to client data.
• RightCapitalcoreTechnology or IntegrationIntegration keeping financial planning data up-to-date from RightCapital platform.
• OrioncoreTechnology or IntegrationPortfolio management integration bringing portfolio context directly into pre-meeting prep.
• SchwabcoreTechnology or IntegrationCustodian integration bringing account data, alerts, and in-flight service updates directly into pre-meeting prep.
• Canadian Wealth Management FirmsminorChannel Partner/ Reseller/ DistributorFormalized advisor operating system for Canadian market with integrations meeting CIRO and PIPEDA regulatory requirements.
• Mobile AssistantacquisitionTechnology or IntegrationAcquisition of transcription services company in October 2025 to enhance AI capabilities and expand advisor network to nearly 20,000 users.
• The Oasis GroupcoreStrategic or Co-development PartnerReleased white paper on Agentic AI in Wealth Management. Ranked #1 in market share and satisfaction in Oasis Group reports.
• The American College of Financial ServicesminorStrategic or Co-development PartnerPartnered on advisor insights report for annuities section, providing subject-matter expertise.

Scale indicators12 records

Recent moves8 records

Expansion highlights7 records

Direct 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

• YouTubeyoutube.com/@Jump-AdvisorAI
• LinkedInlinkedin.com/company/jump-app-ai
• Xx.com/JumpAdvisorAI

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jump