Founding Year2022TractionJump 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.FoundersParker Ence, Tim Chaves, Adam KirkMarketFinancial ServicesLocationSalt Lake City, UT, USCoinvestorsSorenson Capital, Pelion Venture Partners, Strategic Angels 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.