Now they use Jump — the only way to turn conversations into tasks, notes, and compliance records with secure AI. Cut meeting admin work by 90% (literally). Jump is made exclusively …

Jump can save 90% of admin time whatever your size or stage. Save up to 20% with annual payments. Annual prices shown. Designed for new solo advisors without lots of meeting …

Feb 4, 2025 · Founded in 2023 by repeat fintech and data entrepreneurs working closely with dozens of RIAs and broker-dealers, Jump's mission is to empower financial advisors and their …

Dec 20, 2024 · Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks,...

Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more.

Jump uses AI to generate several kinds of outputs: Jump generates these based on underlying prompt templates, and Jump users can customize these templates (with the exception of tasks …

Feb 3, 2025 · AI-powered advisor technology startup Jump has received considerable attention over the first year and a half of its existence, and now it is adding substantial financial backing. …

Jun 10, 2024 · Jump, a startup that has built an AI assistant for financial advisors, announced Monday a $4.6 million funding round led by Sorenson Ventures. Pelion Venture Partners also …

May 20, 2024 · After reviewing the 11 contestants, the judges gave the Best in Show award to Jump, an AI assistant for advisors that records client conversations and produces task lists, …

Oct 24, 2024 · Jump AI. Overview: Jump AI is a newer, premium notetaker for financial advisors which allows them to connect their notes to Wealthbox and Redtail. It promotes itself as highly …