advisor-ai
(2)Company
Company
Fintech · Saas · Enterprise
Advisor360° Spent 20 Years Learning the Advisor Workday. Now It Wants AI to Run the Busy Parts
The wealthtech company began as an internal system built for people who actually advise clients. Its next act is a bigger bet: unify the data first, then let AI handle the administrative drag.
wealthtech · wealth-management-softwareRead →
Ai · Fintech · Saas
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.
jump · advisor-aiRead →