Jump

About Jump

Jump AI is a leading AI software platform designed for financial advisors, aimed at automating administrative tasks such as meeting preparation, note-taking, and email follow-ups to save advisors up to 20 hours per week, ultimately helping them grow assets under management (AUM) and improve client engagement.

Products & Services

AI Meeting Assistant:Automates meeting preparation and follow-up to save time and run smarter meetings.

Client Engagement:Enhances relationships through improved client interactions.

Workflow Automation:Reduces time spent on administrative tasks, allowing more focus on client decision guidance.

AI Insights:Provides data-driven advice by anticipating client needs.

Powerful Integrations:Unifies CRM, planning, and conversation data with seamless integration to various systems.

Meet (notetaker, agendas, pre-meeting prep, post-meeting data sync, follow-up)

Grow (signals, playbooks, scorecards, pulse surveys, dashboards)

Operate (AI intake forms, document intelligence, email assistant)

Meet

Grow

Operate

Jump Operating System

Specialties

AI for Financial Advisors Workflow Automation Client Engagement Compliance and Security Data Insights AI-powered meeting notes and transcription CRM automation for financial advisors Compliant meeting documentation AI for financial advisors Meeting automation and notetaking Client growth and sentiment analysis Back-office operations and compliance

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series B T: - FT: Series B	A: 80000000 MR: - FA: 80 million FAN: 80000000	D: 2026-02-19 FD: 2026-02-19	12 investors

Series B Latest

2026-02-19

$80.0M

12 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

P

Parker Ence

CEO & Co-Founder

T

Tim Chaves

COO & Co-Founder

A

Adam Kirk

CTO & Co-Founder

C

Chris Gage

SVP of Finance & Operations

P

Peter Olson

SVP & GM for Solutions

T

Tobin Bennion

SVP of Sales

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Recent News

Jump Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised