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.
Market
Registered Investment Advisors and Broker-Dealers
Location
Salt Lake City,
Utah,
United States
Coinvestors
Battery Ventures, Citi Ventures, Pelion Venture Partners, Sorenson Capital