Jump

Trusted by enterprise & loved by financial advisors, Jump is the leading AI tool for wealth managers, automating notetaking, compliance, CRM updates & more.

[Jump @JumpAdvisorAI]

🎉 Big News at Jump!🎉

We’re thrilled to announce our $20M in Series A funding, led by @BatteryVentures , with support from @CitiVentures , @SorensonCap , and @Pelion_VP .

This milestone strengthens our commitment to helping financial advisors save time, deliver exceptional client experiences, and elevate their practices with AI-powered solutions.

To our incredible customers: Thank you for trusting Jump to power your workflows. We’re excited to accelerate product innovation and continue building a suite of advisor-specific AI workflows and outputs.

To our investors: We’re grateful for your belief in our vision and partnership as we redefine how advisors work.

This is just the beginning! We’re building a future where advisors can focus on what matters most—creating lasting relationships with clients as they guide them through some of life’s most critical decisions.

Here’s to what’s ahead! 🚀

Read more at: https://t.co/nZZPoyRKWT

[Wealth Management @wealth_mgmt]

Congratulations @JumpAdvisorAI Jump, winner of the TECHNOLOGY PROVIDERS: Artificial Intelligence > Meeting Support category of the 2025 Wealth Management Industry Awards #Wealthies

[Impact Communications @ImpactMarComPR]

Join John O’Connell of @theoasisgrp and Parker Ence of @JumpAdvisorAI for a powerful webinar on how advisors can turn everyday discussions into actionable intelligence and a true competitive edge.

Reimagine the way you engage with clients.

Register here: https://t.co/bWSKUlqSun

[Jump @JumpAdvisorAI]

Future Proof Citywide brought the heat—literally and figuratively. ☀️💃🌴

From meaningful conversations to unexpected moments of Miami flair, it was a fun and energizing few days at @FutureProof_HQ Citywide.

The Jump team had amazing chats with advisors about using AI to save hours on meeting notes, CRM updates, and follow-ups.

The one thing that stood out? Advisors are more curious than ever about how AI can save them time without losing that personal touch.

That’s exactly where Jump comes in.

If you’re interested in learning more, start a trial or book a demo today at https://t.co/aXaCzv16od.

Until next time, Miami! 💥
#futureproof

[Jump @JumpAdvisorAI]

Exciting news! 🎉 Jump is now approved for @osaic_inc's network of approximately 11,000+ financial professionals, bringing advanced AI technology to streamline workflows, enhance compliance, and reduce administrative burdens.

Osaic advisors using Jump are already saving 1–2 hours per day—time they can now spend strengthening client relationships and growing their practice.

We’re excited to support Osaic advisors with AI-powered efficiency!

[Jump @JumpAdvisorAI]

Jump is excited to be here at #T32025. Come say hi 👋 to the team at Booth #209.

[T3 Technology Tools @t3techhub]

#T32025 is off to a great start! The audience is all ears as the speaker from @Microsoft holds court.

#AI #WealthManagement

[Jump @JumpAdvisorAI]

Need access to a meeting you missed? Jump’s got you covered!

If another Jump user in your firm hosted the meeting, you can now request access to their meeting notes with just a click. The meeting owner can approve or deny—keeping collaboration smooth and secure.

[Jump @JumpAdvisorAI]

We're thrilled to share @CitiVentures' investment thesis on Jump, authored by Luis Valdich, Jelena Zec, and Jack Benedict: “Investing in Jump to Power the Future of Financial Advice.” https://t.co/25hWGQGvGy

In this article, they highlight how Jump's AI-powered meeting assistant is revolutionizing financial advisory by automating administrative tasks and enhancing client interactions.

Key points include:
1️⃣ Deep industry integrations: Jump connects seamlessly with leading CRMs and financial tools, ensuring smooth workflows.
2️⃣ Time-saving automation: Advisors using Jump save 1–2 hours per day on meeting prep, note-taking, and compliance.
3️⃣ Powerful and customizable AI: Jump adapts to each firm’s workflow, ensuring efficiency without sacrificing personalization.
4️⃣ Robust security: Compliance with SOC 2 and HIPAA standards ensures data privacy and protection.

Citi Ventures participated in Jump's Series A funding round alongside lead investor @BatteryVentures and existing investors @SorensonCap and @Pelion_VP.

A huge thank you to Citi Ventures for their support and for sharing why they believe in Jump! 🙌

[Steve Balch, CFP® @StevenBalch]

@Budgetdog_ @JumpAdvisorAI is a game changer for meeting note taker and follow up

[Battery Ventures @BatteryVentures]

The financial advisory industry is shifting. With $84 trillion in wealth set to transfer over the next two decades, advisors must adapt to a tech-savvy client base. Yet, many are bogged down by manual tasks, spending up to 50% of their time on meeting documentation, compliance and CRM updates.

That’s where @JumpAdvisorAI comes in. Founded in 2023 by @parkerence, @timchaves and @atomkirk, Jump’s AI-powered client-intelligence platform automates meeting prep, note-taking, CRM updates and compliance tracking—cutting admin work by 90% so advisors can focus on client relationships.

We’re excited to be leading Jump’s $20M Series A, alongside @SorensonCap, @Pelion_VP and @Citi Ventures.

Read more: https://t.co/YxpQ1psyUn

[Jump @JumpAdvisorAI]

@BatteryVentures Thank you so much for the support 🙏

[Jump @JumpAdvisorAI]

We're so excited for what's ahead! 🚀

[Sudhee Chilappagari @webaficionado]

Battery is thrilled to partner with @parkerence @timchaves and @atomkirk to build the best AI copilot for Financial Advisors! 🎉

We’ve seen firsthand at @Gong_io the impact AI assistants can have on Sales teams. As we enter the new era where AI amplifies human intelligence, driving unprecedented levels of productivity and innovation, Jump is at the forefront, leading this shift in the Financial Advisor world. By turning client conversational data into intelligence and automating mundane CRM tasks, Jump is helping advisors focus on what matters most: building meaningful relationships and delivering exceptional service to their clients.

So excited to partner with @JumpAdvisorAI team and work alongside the best in Utah: @robrueckert @ericbhilton @jarennichols @thogge @SorensonCap @Pelion_VP!! 👊🏻 🙌🏻

@BatteryVentures @Dthakker02 @HailsWilcox

[Jump @JumpAdvisorAI]

@HailsWilcox @webaficionado @parkerence @timchaves @atomkirk Thank you so much for the support!

[Jump @JumpAdvisorAI]

Doing lots of in-person meetings but want to use Jump? Check out our slick new iOS app to record, transcribe, and do all your compliant note-taking! https://t.co/b0OOUYmbUH