Jumps
AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.
Technology stack
detected 2026-05-23Company Timeline
What does Jumps do?
Jump offers an AI operating system for financial advisors designed to enhance client meetings and operational efficiency. Its core product, "Meet," automates meeting notes, pre-meeting briefs, and post-meeting data syncing, while "Grow" helps uncover growth opportunities and understand client sentiment. Jump serves enterprise firms, independent advisors, insurance professionals, tax advisors, asset managers, and banks, aiming to help them save time and grow AUM.
How much funding has Jumps raised?
Jumps has raised a total of $20M in funding. The most recent round on record is Series A.
Where is Jumps headquartered?
Jumps is headquartered in Salt Lake City, United States.
When was Jumps founded?
Jumps was founded in 2022.
What industry does Jumps operate in?
Jumps operates in Fintech, WealthTech, Financial Services, Voice AI, Conversational AI, Workflow Automation.
How many employees does Jumps have?
Jumps has approximately 2 people on record.