Jump

Jump is an AI platform that automates meeting documentation, task management, and compliance record-keeping for financial advisors. It captures audio from client meetings, generates structured notes and summaries, and automatically populates a firm's CRM with tasks and follow-ups. Beyond transcription, its 'Grow' product analyzes conversations to flag referrals, held-away assets, and shifts in client sentiment that might lead to new business.

Jump is a pure software company, not a registered investment advisor or wealth manager. It sells its AI operating system on a B2B basis to RIAs, broker-dealers, and aggregators. It does not manage client assets, provide financial advice, or participate in any investment decisions made by its customers.

Jump discloses over 31,000 advisors on its platform, spanning both independent practitioners and large enterprise firms like Focus Financial Partners, with 1,500 to 2,000 new advisors joining monthly. The firm has raised $105 million in total venture funding and employs a leadership team with prior experience at Google Cloud, Bain Capital Ventures, Snowflake, and Fidelity.

Jump's architecture is built with configurable compliance controls designed for the distinct supervisory structures of RIAs, broker-dealers, and aggregators. It maintains SOC 2-compliant infrastructure and provides role-based access permissions so firms can control who sees and edits meeting data. All meeting records are designed to be audit-ready and align with the firm's own record-keeping policies, rather than imposing a one-size standard.

The platform connects with over 30 third-party systems, including major CRMs, financial planning software, conferencing platforms, VoIP systems, and calendars. This integration strategy is deliberate — Jump positions itself as an intelligence layer that enhances the existing tech stack rather than forcing advisors to replace their core operating tools.