Mobile Assistant
Mobile Assistant is a Waunakee, Wisconsin-based transcription services company founded in 1998 that delivered compliant, human-in-the-loop meeting notes to financial advisors. It was acquired by Jump in October 2025 to integrate into Jump's AI meeting intelligence platform.
- Company typePrivate
- Founded1998
- HeadquartersWaunakee, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Mobile Assistant does
Mobile Assistant is a privately held technology services company founded in 1998 and headquartered in Waunakee, Wisconsin. The company provided compliant, human-in-the-loop transcription services for meetings between financial advisors and their clients, serving the financial services and insurance industries for over 25 years. Its core offering combined human transcription accuracy with workflow tools to capture, organize, and deliver meeting notes in formats suitable for advisor CRM systems and regulatory documentation.
In October 2025, Mobile Assistant was acquired by Jump, an AI meeting intelligence platform for financial advisors, to integrate its transcription capability and customer base into Jump's broader AI-powered productivity suite. Post-acquisition, Mobile Assistant customers are being migrated onto Jump's platform, which combines automated meeting notes, pre-meeting prep briefs, structured agendas, automated CRM data sync, follow-up email generation, and meeting scheduling. The combined entity operates a modular platform architecture spanning Jump Meet, Jump Grow, Jump Onboard, and a Jump Operating System layer with 30+ native integrations into CRMs, calendars, and email.
The business operates on a subscription/recurring revenue model, with go-to-market executed through enterprise field sales targeting large broker-dealers (LPL, Osaic, Cetera, StoneX, Valmark, Equitable Advisors) and a self-serve free trial for individual advisors. Post-acquisition, the combined platform serves 35,000+ financial professionals and has expanded its addressable verticals to include Insurance, Accounting, Asset Management, Insurance Wholesalers, and Banks & Credit Unions. Pricing is not publicly disclosed.
Mobile Assistant firmographics
Firmographics- Name
- Mobile Assistant
- Legal name
- Mobile Assistant
- Website
- https://mobileassistant.us
- Company type
- Private
- Founded year
- 1998
- Operating status
- Acquired
- Headcount range
- 51–100 employees
- Short description
- Mobile Assistant is a Waunakee, Wisconsin-based transcription services company founded in 1998 that delivered compliant, human-in-the-loop meeting notes to financial advisors. It was acquired by Jump in October 2025 to integrate into Jump's AI meeting intelligence platform.
- Ownership category
- akta.pro rank
Mobile Assistant industry classification
Industry- Product category
- Financial Advisor Productivity Software
- NAICS
- Computer Training (611420), Telephone Call Centers (56142)
- SIC
- Telephone Communications (No Radiotelephone) (4813), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Contact Center Speech AI (agent assist, IVR automation) (HDAAAFAL)
- akta.pro secondary industry
- AI & Automation in Customer Service (Chatbots, Agent Assist) (EDABACAO)
Keywords
Where Mobile Assistant is headquartered
LocationHeadquarters
- HQ city
- Waunakee
- HQ country
- United States
- HQ region
- North America
Markets served
Mobile Assistant business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Transcription Services Subscription: Mobile Assistant previously provided transcription services for financial advisor meetings, likely on a subscription basis. Post-acquisition, Jump continues offering these services as part of its AI productivity platform for financial advisors.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Mobile Assistant product offering
Product offeringCore offering
Mobile Assistant is a technology-enabled dictation and transcription service provider that delivers compliant, human-in-the-loop meeting notes for the financial and insurance industries. Following its October 2025 acquisition by Jump, Mobile Assistant's customer base is being transitioned to Jump's AI-powered meeting intelligence platform, which automates note-taking, meeting prep, compliance documentation, CRM updates, and follow-ups for financial advisors.
Product overview
Mobile Assistant, acquired by Jump in October 2025, was a transcription services company providing compliant, human-in-the-loop meeting note services for financial advisors. The company has been integrated into Jump's AI-powered meeting intelligence ecosystem. Jump offers a modular platform architecture consisting of three core product lines: Jump Meet (meeting intelligence with Notetaker, Pre-meeting prep, Agendas, Post-meeting data sync, Follow-up, and Meeting scheduling), Jump Grow (revenue growth tools including Signals, Playbooks, Scorecards, Pulse & Surveys, and Dashboards), and Jump Onboard (client onboarding with AI Intake forms and Document intelligence). These products are built on Jump's Operating System layer providing AI Associate, Client profiles, 30+ integrations, and Email assistant capabilities. The platform serves financial advisors across Enterprise Firms, Independent Advisors, Insurance, Accounting, Asset Management, and Banking sectors, supporting 35,000+ financial professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Mobile Assistant Dictation and Transcription Service Compliant, human-in-the-loop meeting note transcription service built for financial advisors and insurance professionals. The service converts spoken conversation from advisor-client meetings into accurate text records, with features for automated note-taking, meeting prep, compliance documentation, CRM updates, and follow-up support. Following Jump's October 2025 acquisition, Mobile Assistant customers are being migrated to Jump's AI-powered meeting intelligence platform.
- Mobile Assistant + Jump AI Meeting Intelligence Platform Integrated AI meeting intelligence platform serving as the successor offering for Mobile Assistant customers. Combines AI-generated meeting notes, automated CRM updates, pre-meeting briefs, follow-up emails, and meeting scheduling for financial advisors across enterprise firms, independent practices, insurance, accounting, asset management, and banking sectors.
Quantifiable outcome
- Reclaims nearly 10 hours per week per advisor for client relationship building
Companies that use Mobile Assistant
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles3 records
Mobile Assistant technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature3 records
Mobile Assistant partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- JumpcoreJump, a provider of AI solutions for financial advisors, acquired Mobile Assistant in October 2025 to expand its AI offerings and grow its advisor network. The acquisition aimed to improve efficiency and client relationship management for financial advisors amid industry changes such as wealth transfer and increased competition.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Mobile Assistant competitors and assessment
Company assessmentDirect peers
- Gong.io: Gong is a revenue intelligence platform that records, transcribes, and analyzes customer-facing meetings for sales and advisory teams. Comparable to Mobile Assistant/Jump on meeting intelligence for relationship-driven professionals, with stronger analytics and forecasting but less depth in financial advisor-specific compliance workflows.
- Otter.ai: Otter.ai is a leading AI meeting transcription and note-taking platform with broad horizontal reach into sales, education, and business meetings. Directly comparable to Mobile Assistant on speech-to-text meeting capture, but lacks Mobile Assistant/Jump's vertical specialization in financial services and compliance-grade human-in-the-loop workflows.
- Fireflies.ai: Fireflies.ai provides AI meeting transcription, summarization, and CRM integration for sales and customer-facing teams. Comparable to Mobile Assistant on automated meeting notes and CRM sync capabilities, serving overlapping meeting-heavy personas including financial professionals, but without the deep broker-dealer distribution Mobile Assistant/Jump has built.
- Jump: Jump is the acquirer of Mobile Assistant and the operating platform Mobile Assistant customers are being migrated onto. Directly comparable as the leading AI meeting intelligence and productivity platform for financial advisors, sharing the same advisor customer base, broker-dealer partnerships, and product capabilities (Meet, Grow, Onboard).
Emerging players
- Fathom: Fathom is an AI meeting assistant offering free transcription, summarization, and CRM sync for video meetings. Emerging competitor to Mobile Assistant/Jump's Notetaker and Post-meeting data sync capabilities, particularly for individual advisors, but lacks the broker-dealer distribution and compliance positioning.
- Avoma: Avoma is an AI meeting assistant for revenue teams, offering transcription, summaries, and coaching analytics. Comparable to Mobile Assistant/Jump on meeting capture and post-meeting follow-ups, with overlapping target personas in advisory and consulting roles, but smaller scale and less financial-services specialization.
- Read AI: Read AI provides meeting transcription, analytics, and engagement scoring with cross-meeting intelligence. Comparable to Mobile Assistant/Jump's Pulse & Surveys and Dashboards capabilities, with overlapping meeting intelligence features for relationship-driven professionals, though at a less verticalized, more horizontal stage.
Broad incumbents
- Zoom AI Companion: Zoom's AI Companion offers meeting transcription, summaries, and action items natively within the Zoom platform used by many advisor firms. Broad incumbent comparable to Mobile Assistant/Jump on meeting capture and summarization, bundled into existing Zoom subscriptions advisors may already pay for.
- Salesforce Einstein / Slack AI: Salesforce Einstein and Slack AI embed AI-driven meeting summaries, action items, and CRM updates into the Salesforce platform, which is widely used in financial services. Comparable to Mobile Assistant/Jump on post-meeting CRM sync and AI-driven follow-ups, with incumbent advantages in enterprise relationships and data.
- Microsoft Copilot for Sales: Microsoft Copilot integrates meeting notes, CRM summarization, and email drafting directly into Microsoft 365, Outlook, and Teams. A broad incumbent threat to Mobile Assistant/Jump as many financial advisor firms already operate on Microsoft 365; pricing and bundling advantages could pressure standalone specialists.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Mobile Assistant social profiles
Digital presenceMobile Assistant financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mobile Assistant leadership team
Management profileNumber of profiles
Mobile Assistant funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mobile Assistant M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mobile Assistant
What does Mobile Assistant do?
Mobile Assistant is a technology-enabled dictation and transcription service provider that delivers compliant, human-in-the-loop meeting notes for the financial and insurance industries. Following its October 2025 acquisition by Jump, Mobile Assistant's customer base is being transitioned to Jump's AI-powered meeting intelligence platform, which automates note-taking, meeting prep, compliance documentation, CRM updates, and follow-ups for financial advisors.
Is Mobile Assistant a public or private company?
Mobile Assistant is a private company. It is classified as corporate owned and is currently acquired.
When was Mobile Assistant founded?
Mobile Assistant was founded in 1998. It employs 51 to 100 people.
Where is Mobile Assistant based?
Mobile Assistant is headquartered in Waunakee, United States, in the North America region.
How does Mobile Assistant make money?
One revenue line is on record: transcription Services Subscription.
Who are Mobile Assistant's main competitors?
Direct peers on record are Gong.io, Otter.ai, Fireflies.ai and Jump. Emerging players are Fathom, Avoma and Read AI. Broad incumbents are Zoom AI Companion, Salesforce Einstein / Slack AI and Microsoft Copilot for Sales.
Does Mobile Assistant have an API?
No public API is recorded for Mobile Assistant.
What industry is Mobile Assistant in?
Mobile Assistant's product category is Financial Advisor Productivity Software. Its primary akta.pro industry code is HDAAAFAL, Contact Center Speech AI (agent assist, IVR automation), with a secondary code of EDABACAO, AI & Automation in Customer Service (Chatbots, Agent Assist). Its NAICS code is 611420 and its SIC code is 4813.