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Fintech veterans secure $20M to scale AI Assistant for financial advisors

Jump, a provider of AI solutions for financial advisors and other financial services providers, has secured $20 million in Series A funding. The round was led by Battery Ventures, with additional participation from Citi Ventures (which backed Writer and Poolside) and existing investors Sorenson Capital and Pelion Ventures Partners.

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AI advisory tech provider Jump raises $20m in Series A round

Jump aims to speed up product innovation, broaden its AI workflow offerings, and strengthen sales and support.


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Advisor AI startup Jump completes $20M Series A funding

The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet demand.

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Founding Team

Parker Ence Profile Photo
Parker Ence
CEO
CEO @ Veraset
(acq. acq. 2023)
Stanford Graduate School of Business
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Tim Chaves Profile Photo
Tim Chaves
COO
Founder/CEO @ ZipBooks
(acq. acq. 2019 by Divvy -> Bill.com)
Harvard Business School
LinkedIn logo
Adam Kirk Profile Photo
Adam Kirk
CTO
Principal Architect @ PDQ.com
(acq. backed by TA)
University of Utah
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Jump team in January 2025

Jump team in January 2025

Industry awards

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Wealth Management Edge logo

Best in Show

Wealth Management EDGE Tech Demo Competition

May 2024
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2024 Wealthies logo

3-Category Winner

10th Annual Wealthies

June 2024
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Best for XYPN Tech Stack and Customization

XYPN Ranking of AI Notetaking Solutions

June 2024
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Wealthtech Startup of the year 2024

Digital Wealth Management Impact Awards

October 2024
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