Trusted by enterprise & loved by financial advisors, Jump is the leading AI tool for wealth managers, automating notetaking, compliance, CRM updates & more.
Joined January 2024
- Tweets16
- Following41
- Followers177
- Likes20
Jump retweeted
Congratulations @JumpAdvisorAI Jump, winner of the TECHNOLOGY PROVIDERS: Artificial Intelligence > Meeting Support category of the 2025 Wealth Management Industry Awards #Wealthies
Jump retweeted
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: register.gotowebinar.com/reg…
Jump retweeted
@JumpAdvisorAI is a game changer for meeting note taker and follow up
Jump retweeted
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: battery.com/blog/jumping-ahe…
🎉 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: jumpapp.com/press/jump-close…
