Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
Sector: AI platform for financial advisors / wealth management
Founded: 2022
Headcount: 144 employees
Product focus: Automates meeting admin (prep, transcription, notes, follow-ups), CRM updates, compliance controls, and advisor insights
Recent funding: $20M Series A (announced Feb 2025, led by Battery Ventures)
Workflow automation and AI augmentation for wealth managers and financial advisors (meeting administration, CRM hygiene, compliance, client engagement).
2022
Financial technology (Wealthtech / AI for financial advisors)
Pre-Seed round recorded on April 25, 2024 (per Crunchbase)
Pre-Seed round recorded on November 1, 2024 (per Crunchbase)
$20M
Series A announced February 3, 2025 with participation from Citi Ventures, Sorenson Capital, and Pelion Ventures Partners
“Led by Battery Ventures in Series A with participation from Citi Ventures, Sorenson Capital, and Pelion Ventures Partners”