
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 compliance record-keeping, Jump significantly reduces administrative workload, allowing advisors to focus on client relationships and business growth. With deep integrations into existing advisor tech stacks like Salesforce and Wealthbox, Jump stands out in the wealth management sector, catering to a diverse range of advisory firms from solo practitioners to large organizations. The company has gained industry recognition, including awards for innovation and excellence in wealthtech, and has secured significant funding to enhance its offerings and expand its market reach.

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 compliance record-keeping, Jump significantly reduces administrative workload, allowing advisors to focus on client relationships and business growth. With deep integrations into existing advisor tech stacks like Salesforce and Wealthbox, Jump stands out in the wealth management sector, catering to a diverse range of advisory firms from solo practitioners to large organizations. The company has gained industry recognition, including awards for innovation and excellence in wealthtech, and has secured significant funding to enhance its offerings and expand its market reach.
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
Administrative burden and compliance documentation in wealth management/advisory workflows
Wealthtech / Financial services software
$20,000,000
Round reported with participation from Citi Ventures, Sorenson Capital, and Pelion Venture Partners
“Battery Ventures lead on Series A with participation from Citi Ventures and existing investors”
Oportunidade para Desenvolvedor Fullstack com experiência em soluções escaláveis, seguras e de alta performance. O profissional será responsável pelo desenvolvimento front-end e back-end, integrações via APIs REST e eventos, além de práticas modernas de DevOps, CI/CD e Infraestrutura como Código (Terraform) em AWS. É essencial domínio em Java (Spring Boot/Batch), Python, Node.js e React, além de vivência com Kubernetes (EKS/Rancher), microsserviços e observabilidade. Buscamos alguém colaborativo, com visão sistêmica e foco em qualidade, governança e inovação. Diferenciais incluem certificação AWS, experiência com Kafka/EventBridge, setor de seguros/financeiro e conhecimento em OAuth2/JWT e LGPD.
Responsabilidades
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