Jump - Advisor AI
Jump – Advisor AI is an artificial intelligence platform designed specifically for financial advisors and wealth managers. Founded in 2023 and based in Salt Lake City, Utah, the company focuses on automating administrative tasks, ensuring compliance, and fostering organic growth. Its AI Operating System transforms client conversations into actionable insights, significantly reducing administrative time related to meetings. The platform features over 20 AI-powered tools that enhance the advisory workflow. Key offerings include automated notetaking, compliance documentation, CRM integration, and personalized follow-up communications. Jump's cloud-based solution is customizable and integrates seamlessly with popular tools like Zoom, Google Meet, and various CRM systems. It serves B2B clients in the financial services sector, including registered investment advisors, broker-dealer teams, and wealth management firms. Jump has raised $80 million in Series B funding, with a total of approximately $105 million to date. The company is recognized for its innovative approach to automating financial advisory workflows and is trusted by both enterprise firms and individual advisors.