Just getting started
Designed for new solo advisors without lots of meeting volume. All the basics to get started.
Solo advisors and teams
For solo advisors or teams with consistent meeting volume. Unlimited AI outputs.
Growing teams
Collaboration and insights for teams with aggressive growth goals.
Large organizations
Custom integrations, dedicated support, and more. Perfect for large organizations.
Wealth Management EDGE Tech Demo Competition
10th Annual "Wealthies"
Digital Wealth Management Impact Awards
“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.”
Questions about the company or product? We’d love for you to get in touch.
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