# Jump - Advisor AI

> Jump is an AI assistant and intelligence engine built specifically for financial advisors. It turns client meetings, emails, and documents into notes, CRM updates, follow-ups, and audit-ready compliance records, aiming to give advisors back roughly 10 hours a week of administrative time. Founded in 2023 and publicly launched in January 2024, Jump is used by 35,000+ advisors and firms including LPL Financial, Equitable Advisors, and Allianz, and raised an $80M Series B led by Insight Partners in February 2026, bringing total funding to about $105M.

- **Founded:** 2023
- **Headquarters:** Salt Lake City, Utah, United States
- **Founders:** Parker Ence (CEO & Co-founder), Tim Chaves (COO & Co-founder), Adam Kirk (CTO & Co-founder)
- **Team size:** ~200 employees
- **Products:** Operating System, Meet, Onboard, Grow
- **Notable:** #1 in market share and customer satisfaction in the 2025 T3/Inside Information Software Survey, Highest advisor satisfaction rating in the 2025 Kitces Report on Financial Advisor Technology Use, Named a category winner across five categories by The Oasis Group

## Products & services

- **Operating System** — Core layer with an AI Associate that answers questions and takes action across an advisor's tech stack, evergreen Client Profiles, an in-inbox Email Assistant, and 40+ two-way integrations.
- **Meet** — Client-meeting suite: automated notetaker, pre-meeting prep briefs, agendas, post-meeting CRM data sync, follow-up emails/tasks, and scheduling.
- **Onboard** — New-client tools including AI intake forms and document intelligence to upload, parse, and sync client documents.
- **Grow** — Firm-growth layer: Signals surfacing opportunities and risks, Playbooks, Scorecards, Pulse & Surveys, and dashboards for next best actions.

## Achievements

- #1 in market share and customer satisfaction in the 2025 T3/Inside Information Software Survey
- Highest advisor satisfaction rating in the 2025 Kitces Report on Financial Advisor Technology Use
- Named a category winner across five categories by The Oasis Group
- Grew to 35,000+ advisors in under three years - roughly 1 in 10 U.S. advisors
- Raised $105M total across Seed, Series A, and an $80M Series B led by Insight Partners

## Latest updates

- **2026-02** — Closed $80M Series B led by Insight Partners, bringing total funding to ~$105M, to expand into a full AI operating system for advisors.
- **2025** — Reported surpassing 35,000 advisors and #1 rankings in the T3 and Kitces industry technology surveys.
- **2025** — Raised a $20M Series A led by Battery Ventures.

## Links

- Website: https://jump.ai
- LinkedIn: https://www.linkedin.com/company/jump-app-ai/
- YouTube: https://www.youtube.com/@Jump-AdvisorAI

---

Profile page: https://yespress.io/jump-advisor-ai
Published by YesPress — https://yespress.io
Last updated: 2026-07-11