Content
02/03/2025
Salt Lake City, UT USA
Jump
completed $20 million Series A Round funding. Investors include
Battery Ventures (lead), Citi Ventures, Pelion Venture Partners, Sorenson Capital.
About
Jump is the industry's leading advisor AI assistant, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes- not 60. Jump is made for advisors, 100% customizable, deeply integrated with the tech stack, and designed with safety and compliance in mind.
Startup
Sector:
Fintech
Software
B2B
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