Spend your time with people, not paperwork.
Jump can save 90% of admin time whatever your size or stage.
Save up to 20% with annual payments.
Annual prices shown.

Ramping

Just getting started

$75
per Full seat/month

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

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

Core

Solo advisors and teams

$100
per Full seat/month

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

Core Features
Unlimited Full seats ($100/mo each)
Unlimited Lite seats ($25/mo each)
Unlimited AI output
Self-customization
Unlimited teams
Unlimited meeting captures
Unlimited AI meeting notes
Unlimited AI tasks

Scale

Growing teams

$120
per Full seat/month

Collaboration and insights for teams with aggressive growth goals.

Scale Features
Unlimited Full seats ($120/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

Enterprise

Large organizations

Contact Us

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

Enterprise Features
Unlimited Full seats (Contact Us)
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
Custom integrations
Dedicated support
White-glove onboarding
I've tried a lot of AI and meeting tools. 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, CFP®
Financial Advisor, Founder, ENOW Financial

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

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