Companies
HQSalt Lake City
Employees11-50
Funding$29.2M
4 active roles
FintechAI ApplicationB2B SaaSSeries A$10M-$50M
About
Jump is the leading AI platform for financial advisors enabling RIAs, broker-dealers, and enterprise teams to automate meeting prep, note-taking, compliance documentation, CRM updates, client recap emails, and follow-ups, improving advisor efficiency and client experience.
Active Roles
4Key Investors
Battery Ventures, Citi Ventures, Sorenson Capital, Pelion Venture Partners