Jump
Financial Software · Utah, United States · 51-200 Employees
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Overview
Headquarters
50 W Broadway Ste 333, Salt Lake City, U...Website
www.jump.aiRevenue
$42 MillionIndustry
About Jump
Jump is an AI software platform built exclusively for financial advisors and wealth management professionals. Founded in 2023 and headquartered in Salt Lake City, Utah, Jump automates the full meeting lifecycle — including pre-meeting preparation, note-taking, compliance documentation, CRM updates, client recap emails, and follow-up task management. The platform integrates with over 40 advisor tools including Salesforce, Wealthbox, Redtail, Zoom, and Microsoft Teams, and is designed to meet enterprise-grade compliance and data security standards. Jump serves registered investment advisors, broker-dealers, and enterprise advisory firms, helping them reduce meeting administration time while improving client experience and operational efficiency.Explore more
Jump Org Chart
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Jump Tech Stack
A closer look at the technologies used by Jump
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Jump is an AI software platform built exclusively for financial advisors and wealth management professionals. Founded in 2023 and headquartered in Salt Lake City, Utah, Jump automates the full meeting lifecycle — including pre-meeting preparation, note-taking, compliance documentation, CRM updates, client recap emails, and follow-up task management... Read More
