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Welcome, United Planners
We're excited to boost your meeting efficiency and streamline your workflows. Get ready to reclaim your day!
United Planners advisors receive a 10% discount on all plans.
Annual prices shown.

Ramping

Just getting started

$75
$67.5
per Full seat/month

Designed for new solo advisors without lots of meeting volume. All the basics to get started.

Ramping Features
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Self-customization
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Meeting capture up to AI output limit
AI meeting notes (subject to limit)
AI tasks (subject to limit)
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Core

Solo advisors and teams

$100
$90
per Full seat/month

For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.

Core Features
Unlimited Full seats ($90/mo each)
Unlimited Lite seats ($25/mo each)
Unlimited AI output
Self-customization
Unlimited teams
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Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
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Scale

Growing teams

$120
$108
per Full seat/month

Collaboration and insights for teams with aggressive growth goals.

Scale Features
Unlimited Full seats ($108/mo each)
Unlimited Lite seats ($25/mo each)
Unlimited AI output
Customization support
Unlimited teams
Team analytics support
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks
Organization level configuration
Child account controls
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Enterprise

Large organizations

Contact Us

Custom integrations, dedicated support, and more. Perfect for large organizations.

Everything was smooth, from implementation to use in client meetings. Jump saved me 1-2 hours a day of manual notetaking and provided email drafts for summary emails. Our clients didn't have any issues with us recording the meetings for notetaking purposes. Jump is a huge win for our financial advisory practice. One of the best technologies since we implemented a financial planning tool.
Michael Dodds, MBA, CFP®
Michael Dodds, MBA, CFP®
LPL Financial Advisor, President, Dodds Wealth

Industry recognition

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Best in Show

Wealth Management EDGE Tech Demo Competition

May 2024
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3-Category Winner

10th Annual "Wealthies"

June 2024
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Wealthtech Startup of the year 2024

Digital Wealth Management Impact Awards

October 2024

Jump AI: 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.”

Josh Brown
Josh Brown
CEO, Ritholtz Wealth Management

Frequently asked questions

Don't see your answer? Contact us!

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Questions about the company or product? We’d love for you to get in touch.

Contact us