Founded in 2023 by repeat fintech and data entrepreneurs working closely with dozens of RIAs and broker-dealers, Jump's mission is to dramatically elevate the meeting experience for financial advisors and their clients.
We believe that financial advisors won’t be going away in the age of AI—on the contrary, Jump is using AI to help advisors do their most important work: creating a lasting, trusting relationship with their clients as they help them navigate some of the most important decisions of their lives.
"This is my favorite thing I’ve seen so far. AI note-taking to save advisors and clients time before and after meetings is the most obvious killer app for our industry. [The founders] tell me they’re already operational and signing up RIAs every week."
Jump, AI software for financial advisors, announced today that it has raised $4.6 million in funding led by Sorenson Capital with significant participation from Pelion Venture Partners and strategic angel investors.
WealthStack, the wealthtech pillar of the Wealth Management EDGE, held technology demonstrations during the annual conference this week at The Diplomat Beach Resort in Hollywood Beach, Fla. After reviewing the 11 contestants, the judges gave the Best in Show award to Jump, an AI assistant for advisors that records client conversations and produces task lists, notes and compliance records.
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