Funding Details
- Awarder
- Inbox
- Date Award
- June 10, 2024
- Vertical
- AI Software for Financial Advisors
- Funding URL
- View Funding Page
Company Info
- Founding Year
- 2022
- Traction
- Jump has gained significant traction in the market, with hundreds of RIA and Broker-Dealer advisors already using the platform. The company has received positive feedback from advisors, highlighting the time-saving benefits and improved efficiency brought by Jump's AI technology.
- Founders
- Parker Ence, Tim Chaves, Adam Kirk
- Company Description
- Jump is an AI software company specializing in providing tools for financial advisors to automate administrative tasks and enhance client-advisor interactions. Their platform aims to streamline notetaking, data organization, task management, and CRM integration, allowing advisors to focus on advising and building relationships with clients.
- Market
- Financial Services
- Location
-
Salt Lake City,
UT,
US
- Coinvestors
- Sorenson Capital, Pelion Venture Partners, Strategic Angels
Links