Jump - Advisor AI
- Company typePrivate
- Founded2023
- HeadquartersSalt Lake City, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Jump - Advisor AI firmographics
Firmographics- Name
- Jump - Advisor AI
- Legal name
- Accio, Inc.
- Website
- https://jumpapp.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Jump - Advisor AI industry classification
Industry- Product category
- Advisor AI Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where Jump - Advisor AI is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Jump - Advisor AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription Platform: Jump operates as a SaaS platform providing AI tools for financial advisors on a subscription basis, with plans including free trial options and enterprise deployment capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Trial Available |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Jump - Advisor AI product offering
Product offeringCore offering
Jump provides an AI-powered SaaS platform for financial, tax, and insurance advisors that automates the full client meeting lifecycle—from pre-meeting preparation and in-meeting note capture to CRM synchronization, follow-up email drafting, client onboarding, and growth opportunity surfacing. The platform combines a shared Operating System with three product lines (Meet, Grow, Onboard) and delivers enterprise-grade compliance controls plus 40+ two-way integrations with CRMs, financial planning tools, conferencing, and document systems.
Product overview
Jump is an end-to-end AI platform for financial advisors built as a platform-plus-modules architecture. The core Operating System provides AI Associate, Client Profiles, Integrations, and Email Assistant as foundational capabilities. Three product lines extend the platform: Meet (covering meeting notetaker, pre-meeting prep, agendas, post-meeting sync, follow-up, and scheduling), Grow (covering signals, playbooks, scorecards, pulse surveys, and dashboards for growth and coaching), and Onboard (covering AI intake forms and document intelligence for client onboarding). All products share the same integration layer (40+ connections), compliance framework, and client data infrastructure, enabling a unified workflow from onboarding through meeting execution to growth optimization.
Differentiator
Problem solved
Functional benefit
Products and services
- Jump Operating System The foundational AI platform shared across all Jump plans, providing the AI Associate for cross-stack questions and actions, evergreen client profiles that sync across data sources, 30+ two-way integrations with advisor tools, and an email assistant for inbox drafting and rewrites. Sold to enterprise firms, broker-dealers, RIAs, insurance companies, and independent advisors.
- Meet Meeting intelligence product line covering the entire meeting lifecycle: AI-powered notetaker, pre-meeting briefs, structured agendas, post-meeting CRM sync, automated follow-up email and action items, and meeting scheduling with reminders. Designed to reduce administrative workload for financial advisors at firms of all sizes.
- Grow Growth-focused product line that surfaces held-away assets, referrals, and opportunities for advisory firms. Includes Signals for opportunity and risk highlighting, Playbooks for repeatable team workflows, Scorecards for coaching performance, Pulse & Surveys for querying meeting insights, and Dashboards for next-best-action visualization.
- Onboard Client onboarding product line enabling faster account opening through AI intake forms and document intelligence. Includes AI-powered structured data collection forms and document parsing that syncs parsed documents to wherever they need to go in the advisor's workflow.
Quantifiable outcome
- 10 hours saved per advisor per week
- +3 more outcomes
Companies that use Jump - Advisor AI
Customer profileNamed customers16 records
Segments7 records
Ideal customer profiles3 records
Jump - Advisor AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability9 records
Feature13 records
Jump - Advisor AI partnerships and signals
Strategic signalPartnerships
18 partnerships are on record, tiered core and secondary.
- MicrosoftcoreMicrosoft integration including Azure infrastructure, Microsoft 365, Teams integration, and OAuth login support. Jump is SOC 2 certified and uses Microsoft cloud infrastructure.
- ZoomcoreDeep integration with Zoom for video conferencing, meeting capture, and calendar synchronization as part of the 40+ integration ecosystem.
- eMoneycoreIntegration with eMoney financial planning platform for comprehensive client financial data synchronization.
- Microsoft TeamscoreIntegration with Microsoft Teams for meeting capture and communication within the Microsoft ecosystem.
- wealth.comcoreIntegration with wealth.com financial planning platform for client portfolio and planning data.
- RedtailcoreIntegration with Redtail CRM, a popular CRM in the financial advisor market, for two-way data synchronization.
- GooglecoreGoogle OAuth login support, Google Drive integration, and Google Calendar synchronization for meeting scheduling and document management.
- OrioncoreIntegration with Orion portfolio management and trading platform for comprehensive client portfolio data.
- Right CapitalcoreIntegration with Right Capital financial planning platform for client planning and modeling data.
- HubSpotsecondaryIntegration with HubSpot CRM platform for customers using HubSpot instead of financial-specific CRMs.
- WealthboxcoreIntegration with Wealthbox CRM for financial advisors, enabling two-way data sync and workflow automation.
- KarbonsecondaryIntegration with Karbon practice management platform for accounting professionals using Jump.
- PractificoreIntegration with Practifi business management platform for enterprise financial advisory firms.
- Asset MapsecondaryIntegration with Asset Map visual financial planning tool for client asset visualization.
- HolistiplansecondaryIntegration with Holistiplan tax planning platform for comprehensive tax-aware planning.
- Tax StatussecondaryIntegration with Tax Status platform for real-time tax data synchronization.
- BoxsecondaryIntegration with Box cloud content management for document storage and sharing.
- HublysecondaryIntegration with Hubly meeting and workflow automation platform.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Jump - Advisor AI competitors and assessment
Company assessmentBroad incumbents
- Gong: Gong is a revenue intelligence platform that captures sales conversations, generates insights and feeds CRM systems. It competes with Jump's Signals, Scorecards and CRM sync capabilities, but is positioned for broader sales teams rather than regulated advisor workflows.
- HubSpot AI: HubSpot AI provides native meeting transcription, summaries and content generation across HubSpot's CRM and content hubs. It is one of Jump's integration partners but also a competitive alternative for advisors using HubSpot as their system of record.
- Otter.ai: Otter.ai is a horizontal AI meeting transcription and summary platform widely used across industries. It competes with Jump's Notetaker, Pre-meeting Prep and Follow-up features but lacks Jump's deep advisor-specific compliance, integrations and vertical workflows.
- Fireflies.ai: Fireflies.ai is a horizontal AI notetaker and conversation intelligence platform with CRM integrations and workflow automation. It competes with Jump's meeting capture and CRM sync capabilities across advisor and broader sales use cases.
- Microsoft Copilot for Sales: Microsoft Copilot embeds AI meeting summaries, email drafting and CRM updates directly into Microsoft 365, Teams and Dynamics. As a core Jump integration partner, it is also a long-term competitive threat if Microsoft extends native advisor-grade compliance features.
- Salesforce Einstein: Salesforce Einstein brings native AI capabilities (summaries, next-best-action, sales coaching) into Salesforce CRM. It competes with Jump's CRM sync and Signals features and is widely deployed at large financial services enterprises.
Emerging players
- Avoma: Avoma is an AI meeting assistant with conversation intelligence and CRM sync, primarily targeting sales and customer success teams. It overlaps with Jump's notetaker and post-meeting data sync features in adjacent sales use cases.
- Fathom: Fathom is a lightweight AI meeting notetaker that generates summaries and syncs notes into CRMs. It competes with Jump's Notetaker and Follow-up features primarily in the independent advisor and SMB segment, often at a lower price point.
Direct peers
- Zeplyn: Zeplyn offers an AI meeting assistant and client intelligence platform for financial advisors, with automated notes, follow-ups and CRM updates. It directly competes with Jump's Meet and Grow product lines for the same advisor and wealth management buyer.
- Zocks: Zocks provides an AI meeting assistant purpose-built for financial advisors, capturing client conversations and syncing notes into CRMs. It is the closest direct competitor to Jump in the advisor-specific meeting intelligence niche, competing on similar integrations and compliance positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Jump - Advisor AI social profiles
Digital presenceJump - Advisor AI compliance and trust
Trust signalCompliance1 record
Jump - Advisor AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jump - Advisor AI leadership team
Management profileNumber of profiles
Jump - Advisor AI funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jump - Advisor AI 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 Jump - Advisor AI
What does Jump - Advisor AI do?
Jump provides an AI-powered SaaS platform for financial, tax, and insurance advisors that automates the full client meeting lifecycle—from pre-meeting preparation and in-meeting note capture to CRM synchronization, follow-up email drafting, client onboarding, and growth opportunity surfacing. The platform combines a shared Operating System with three product lines (Meet, Grow, Onboard) and delivers enterprise-grade compliance controls plus 40+ two-way integrations with CRMs, financial planning tools, conferencing, and document systems.
Is Jump - Advisor AI a public or private company?
Jump - Advisor AI is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jump - Advisor AI founded?
Jump - Advisor AI was founded in 2023. It employs 101 to 250 people.
Where is Jump - Advisor AI based?
Jump - Advisor AI is headquartered in Salt Lake City, United States, in the North America region.
How does Jump - Advisor AI make money?
One revenue line is on record: saaS Subscription Platform.
Who are Jump - Advisor AI's main competitors?
Broad incumbents on record are Gong, HubSpot AI, Otter.ai, Fireflies.ai, Microsoft Copilot for Sales and Salesforce Einstein. Emerging players are Avoma and Fathom. Direct peers are Zeplyn and Zocks.
Does Jump - Advisor AI have an API?
No public API is recorded for Jump - Advisor AI.
What industry is Jump - Advisor AI in?
Jump - Advisor AI's product category is Advisor AI Software. Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management). Its NAICS code is 51821 and its SIC code is 7372.