Founded in 2023 by repeat fintech and data entrepreneurs working closely with dozens of RIAs and broker-dealers, Jump's mission is to empower financial advisors and their clients to thrive in the age of AI.
We believe that financial advisors won't be going away even as technological progress accelerates—on the contrary, Jump believes that AI will 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.
Press kitJump, 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.
Jump aims to speed up product innovation, broaden its AI workflow offerings, and strengthen sales and support.
The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet demand.
Jump team in January 2025
Wealth Management EDGE Tech Demo Competition
10th Annual Wealthies
XYPN Ranking of AI Notetaking Solutions
Digital Wealth Management Impact Awards
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