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Jump

Category: AI in Fintech

An AI-powered operating system for financial advisors that automates meeting preparation, note-taking, compliance documentation, CRM updates, and client follow-ups while providing growth insights. Jump was founded in 2022. The company is led by Parker Ence. Based in Salt Lake City, Utah, United States. Team size: 150-200. Total funding raised: $105.0M. Latest round: Series B. Key investors include ["Insight Partners","Battery Ventures","Sorenson Capital","Pelion Venture Partners","Citi Ventures","F-Prime","Allianz Life Ventures","TIAA Ventures","Peterson Partners"].

Founded
2022
Headquarters
Salt Lake City, Utah, United States
Team size
150-200
Total funding
$105.0M

Value proposition

Automates up to 90% of meeting administrative tasks, delivering 10-20 hours weekly time savings per advisor while improving compliance, strengthening client relationships, and surfacing actionable growth insights.

Products and solutions

["AI Meeting Assistant","Compliance Documentation & Logging System","CRM Integration Platform","Client Onboarding & Intake Forms","Pre-Meeting Brief Generator","Smart Task Management & Auto-CRM Updates","AI Insights & Analytics Dashboard","Email Assistant & Client Communication Tools","Content Creator & Meeting Summarization","Enterprise Compliance Configuration Tools"]

Unique value

Purpose-built AI platform exclusively for financial advisors with industry-leading configurable compliance settings for IBDs, RIAs, and enterprise wealth teams; combines automated meeting intelligence with deep CRM integrations and regulatory-compliant documentation workflows.

Target customer

Financial advisors across independent RIAs, enterprise Registered Investment Advisors, independent broker-dealers (IBDs), and financial institutions

Industries served

["Wealth Management","Financial Advisory Services","Registered Investment Advisors (RIAs)","Independent Broker-Dealers (IBDs)","Financial Planning","Investment Management","Financial Technology (FinTech)","Enterprise Wealth Management"]

Technology advantage

Delivers 20+ AI-powered features through a unified platform that integrates seamlessly with the advisor tech stack. Features include AI-driven sentiment analysis, semantic parsing for meeting insights, and automated compliance logging.

How they differentiate

Purpose-built AI platform exclusively for financial advisors with industry-leading configurable compliance settings. Provides structured meeting capture, semantic parsing for insights, 'Ask Anything' feature, and direct CRM field mapping.

Main competitors

["Zocks","Finmate AI","Pulse360"]

Key partnerships

["LPL Financial","Cetera","Osaic","Focus Financial Partners","Integrated Partners","Merit Financial Advisors","Sanctuary Wealth","Mission Wealth","Allianz Life","Manulife","eMoney Advisor","RightCapital","Zoom","Microsoft Teams","Google Meet","Salesforce","Redtail","Wealthbox","Mobile Assistant"]

Notable customers

["LPL Financial","Cetera","Osaic","Focus Financial Partners","Integrated Partners","Merit Financial Advisors","Sanctuary Wealth","Mission Wealth","Allianz Life","Manulife","eMoney Advisor","RightCapital"]

Major milestones

["Founded in 2022, launched publicly January 2024","Seed round of $4.6M led by Sorenson Capital in June 2024","Series A of $20M led by Battery Ventures in February 2025","Surpassed 20,000 advisors on platform by January 2026","Partnership with Focus Financial Partners for 800 advisors in January 2026","Series B of $80M led by Insight Partners in February 2026","Acquired Mobile Assistant to expand transcription capabilities in October 2025"]

Growth metrics

27,000+ advisors, adding 2,000+ advisors monthly; nearly 200 employees as of February 2026.

Market positioning

Market leader among advisor-specific AI meeting assistants with ~20% market share and 27,000+ active advisors.

Geographic focus

United States

Patents and IP

No registered patents disclosed in public sources as of latest update (February 2026)

About Parker Ence

4x technology CEO with experience in fintech, data, and AI. Previously served as CEO of Veraset (acquired in 2023), CEO of an insurance fintech company, and worked briefly in product marketing at Google Cloud. Holds an MBA from Stanford GSB and a bachelor's degree from the University of Utah.

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