Jump (Series A)
Funding Details
- Awarder
- Inbox
- Date Award
- February 03, 2025
- Vertical
- Financial Technology
- Funding URL
- View Funding Page
- Funding Amount:
- $20,000,000
Company Info
- Founders
- Parker Ence
- Company Description
- 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