Jump
Category: AI in Fintech
AI operating system for financial advisors spanning Meet, Grow, and Operate—automating the meeting lifecycle, client onboarding/account opening, compliance documentation, CRM updates, and agentic workflows (AI Associate) while surfacing growth insights. Jump was founded in 2022. The company is led by Parker Ence. Based in Salt Lake City, Utah, United States. Team size: 101-500. 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
- 101-500
- Total funding
- $105.0M
Value proposition
Automates up to 90% of meeting administrative work (site claims ~10 hours saved per advisor per week; Meet product cited at 5–15 hrs/week), with compliance-ready documentation, CRM/planning-system actions via AI Associate, and growth insights—plus 2.1x growth opportunities and 42% reduction in outstanding client service tasks per homepage metrics.
Products and solutions
AI Operating System (unified data/integrations/agentic orchestration), Meet (AI meeting cycle: prep, notes, recaps, CRM, compliance), Grow (referrals, signals, playbooks, engagement analytics, scorecards), Operate (intake, email/document workflows, ops intelligence), AI Associate (agentic execution across CRM/email/planning), End-to-End Client Onboarding & Account Opening, Compliant Scheduling, Pre-Meeting Brief Generator, Smart Task Management & Auto-CRM Updates, Enterprise Compliance Configuration Tools, MCP support for third-party/agentic connections
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, Equitable Advisors, Principal Financial Group
Notable customers
LPL Financial, Cetera, Osaic, Focus Financial Partners, Integrated Partners, Merit Financial Advisors, Sanctuary Wealth, Mission Wealth, Allianz Life, Manulife, Equitable Advisors, Principal Financial Group
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, Acquired Mobile Assistant to expand transcription capabilities in October 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, March 2026: formal AI Operating System launch (Meet, Grow, Operate), March 2026: launched AI Associate agentic product, May 2026: Equitable Advisors selected Jump as AI operating system, June 2026: end-to-end account opening, compliant scheduling, MCP support; 35,000+ users
Growth metrics
35,000+ advisors/users worldwide; about page cites 1,500–2,000 joining monthly; ~227 employees (PitchBook) / LinkedIn company size 201–500 as of mid-2026.
Market positioning
Category leader in advisor AI (#1 market share and satisfaction); T3/Inside Information 2026 survey ~22.68% AI notetaking category share (vs Zocks ~10.22%); 35,000+ advisors; nearly 1 in 10 U.S. financial 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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Official website: https://jump.ai/
