Company
Jump in the news

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.
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.
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.
Founding Team

Jump team in January 2025
Industry awards

Best in Show
Wealth Management EDGE Tech Demo Competition

3-Category Winner
10th Annual Wealthies

Best for XYPN Tech Stack and Customization
XYPN Ranking of AI Notetaking Solutions
Wealthtech Startup of the year 2024
Digital Wealth Management Impact Awards