Company & Founding Team

Founded in 2023 by repeat financial technology and data entrepreneurs working closely with dozens of RIAs, Jump is the future of automation for financial advisory and wealth management firms.

We believe that financial advisors won’t be going away in the age of AI—on the contrary, the most important part of an advisor’s job is creating a lasting and trusting relationship with their clients.

Jump’s goal is to automate minutiae to help advisors do what only they can do—help clients navigate their financial life to achieve their goals and legacy.