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Jump
Jump is an AI-powered assistant designed specifically for financial advisors, transforming how they manage client interactions and compliance tasks. By automating note-taking, task management, and…
Jump
Jump is an AI-powered assistant designed specifically for financial advisors, transforming how they manage client interactions and compliance tasks. By automating note-taking, task management, and…
TL;DR
Product: AI meeting assistant for financial advisors that automates notes, tasks, CRM updates, and compliance artifacts
Market: RIA and broker-dealer workflows / wealth management teams
Recent funding: $20M Series A announced February 2025 led by Battery Ventures
Company Overview
Problem Domain
Administrative burden and compliance documentation in wealth management/advisory workflows
Industry
Wealthtech / Financial services software
Funding Track Record
$20,000,000
Round reported with participation from Citi Ventures, Sorenson Capital, and Pelion Venture Partners
Investor Signal
“Battery Ventures lead on Series A with participation from Citi Ventures and existing investors”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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