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.

Specialties

AI for Financial Advisors Workflow Automation Client Engagement Compliance and Security Data Insights

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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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

View 11 more team members with Pro

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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