The #1-rated AI meeting assistant for advisors
Meet the firms who are saving hours each week, enhancing compliance, and delivering standout client experiences, without changing how they meet.
"Top-rated tool for advisors"
"Highest advisor satisfaction rating among note-taking tools"
What it’s really like to use Jump
“You guys... Jump is dreamy. It has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.”
Michael Reynolds, Principal, Elevation Financial
“Jump saved me 1–2 hours a day of manual note-taking and provided email drafts for summary emails. One of the best technologies we’ve implemented.”
Michael Dodds, MBA, CFP, President, Dodd’s Wealth, LPL Financial Advisor
“OMG! Is this a normal reaction?? This is ******* incredible.”
Yohance Harrison, CEO and Wealth Advisor, Money Script Wealth Management
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C., Wealth Advisor, Cook Wealth
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes, MSF, AIF, Wealth Advisor, Guardian Financial Group
“Jump crushes them all and saves me 5–15 hours per week. If you’re an advisor, try it. No, they didn’t ask me to post this”
James Hindes, Founder, ENOW Financial
In their own words
By the numbers
5min
max post-meeting admin
2hrs
per day saved
83%
less meeting related tasks
100%
better client service
Trusted by firms across the country
and thousands more, adding 1500+ per month
#1 Industry-recognized tool
Best in Show
Wealth Management EDGE Tech Demo Competition
3-Category Winner
10th Annual Wealthies
Wealthtech Startup of the year 2024
Digital Wealth Management Impact Awards
Ready to get started
We’d love to work with you, and we’re onboarding advisory firms onto Jump’s platform now.