Jump
Highly Engaged Employees
Highly Engaged EmployeesFinancial 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
ZI Rank: 2
Signal Type
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ZI Rank
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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 financials insights
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2024
Other Financing Round
$4.6M
2025
Series A
$20M
2026
Private Equity
$54.1M
Jump Tech Stack
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Jump News & Media
Jump, Intactis Bio: Utah AI companies accelerate momentum
New financings with Jump and Intactis Bio reflect Utah’s AI momentum, underscoring the state’s ability to produce AI-native companies and deep tech that attract top-tier investors.Jump and Cetera Join Forces to Further Enhance Compliance, Efficiency and Scalable Growth
SALT LAKE CITY--(BUSINESS WIRE)-- #AI--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the premier financial advisor Wealth Hub. This collaboration brings Jump’s enterprise-grade, AI-powered meeting assistant to Cetera financial professionals – helping drive scalable growth while enhancing compliance and streamlining firmwide operatJump Selected as an Official Technology Provider for Osaic’s Network of Financial Professionals
SALT LAKE CITY--(BUSINESS WIRE)-- #AI--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its approval as an official technology vendor for Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions. This strategic relationship brings Jump’s advanced AI platform to Osaic’s expansive network of wealth management professionals, empowering them with tools designed to strea
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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
