Jump
AI meeting assistant and workflow platform for financial advisors.
jump.aiJump records and summarizes client meetings, prepares agendas, drafts follow-up emails and tasks, and syncs the results to a firm's CRM or planning software. The company says it has added tools for client onboarding and account opening and for analyzing meetings to find growth opportunities.
Jump was founded in 2023 and is based in Salt Lake City. It announced an $80 million Series B led by Insight Partners in February 2026, which the company says brought its total funding to $105 million.
What it does
- AI notetaker
- Meeting prep and agendas
- Follow-up emails and tasks
- CRM and planning sync
- Client onboarding forms
- Meeting analytics
Works with
Integrations
As listed by Jump.
Coverage
- Jump adds advisor workflow skills to its Claude connector
Financial ADVSR, Oct 28
- Jump Expands Claude Integration With New Advisor Skills
WealthManagement.com, Oct 27
- Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work
WealthTech Today, Oct 27
- Jump links FMG Connect content to post-meeting follow-up for advisors
Financial ADVSR, Oct 19
- Jump pushes AI beyond note-taking into live Schwab and Fidelity account opening
Financial ADVSR, Oct 8
Others in AI tools
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- FastTrackr AIAI platform for advisor transitions, onboarding and document intake.
- Finmate AIAI notetaker and agent-development platform for financial advisors.
- FocalAI meeting assistant for financial advisors, with a focus on Canadian firms.
- GRemindersMeeting scheduling and reminder platform with an AI notetaker for advisors.
- HazelAI platform from Altruist for advisor meeting capture, planning and follow-up.