# Jump

Jump is a null based in null, null.

## Overview

- **Organization type:** null
- **Headquarters:** null, null
- **Region:** North America
- **Address:** null
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** jumpapp.com
- **LinkedIn:** https://www.linkedin.com/company/jump

## About

Jump is an AI assistant and consultant for financial advisors with AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in. It is an end-to-end AI platform built for financial services, used across the client lifecycle from scheduling and prep to notes and follow-up. Jump reports empowering 35,000+ advisors at firms of all sizes and emphasizes integrations, compliance, and rapid adoption.

## Sectors

- WealthTech
- AI/ML

## People

- Parker Ence — CEO & Co-Founder
- Tim Chaves — COO & Co-Founder
- Adam Kirk — CTO & Co-Founder
- Chris Gage — SVP of Finance & Operations
- Peter Olson — SVP & GM for Solutions

## Questions

### Is Jump a financial advisory firm or a software company?

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.

### How many advisors use Jump, and how large is the firm?

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.

### How does Jump handle compliance and sensitive client data?

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.

### How does Jump integrate with existing advisor tools?

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.

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Last updated: 2026-08-11T15:07:12.582Z

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