Jump
@JumpAdvisorAI
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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
🎉 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
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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
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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
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#T32025 is off to a great start! The audience is all ears as the speaker from @Microsoft holds court. #AI #WealthManagement
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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.
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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.” In this article, they highlight how Jump's AI-powered meeting.
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RT @BatteryVentures: The financial advisory industry is shifting. With $84 trillion in wealth set to transfer over the next two decades, ad….
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We're so excited for what's ahead! 🚀.
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,.
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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!
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