Meet Jump, the #1 AI assistant for financial advisors — from independent to enterprise.
90% less admin100% more insights
“Best tech we have”
Gloria Franz
Personal CFO, CFP(R), CSRIC(R)
Trusted by 14,000 advisors
Whether solo or at scale, get ahead with AI automation and insights
Independent Advisors
Automate 90% of your meeting admin
Enterprise Firms
Stay ahead with automation and firm-wide data insights
Get thousands of productive hours back each year
1 hour
Meeting admin time saved
Per advisor, every day worked
250
Days worked per year
Minus weekends, holidays, time off
125,000
Total hours saved
Based on $100/hr blended rate
$12.5m
Overhead saved each year
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each firm’s mileage may vary.
Your life with Jump — minimum admin, maximum intelligence
Meeting Prep
Makes meeting prep lightning-quick
Jump auto-delivers talking points based on insights and client data prior to each meeting — so you show up prepared.
Admin
Automates 90% of meeting admin
Jump syncs with your tech, magically creating meeting notes, tasks, and follow-ups. You just review and approve.
Security & Compliance
Works how you work, securely
Jump’s automation follows your preset compliance rules — whether capturing meetings or controlling access to data.
Insights
Helps you find hidden opportunities
Jump analyzes the language of client meetings to uncover client feelings, needs, and potential opportunities.
In just over a minute, watch how Jump can save you hours
Advisors and firms are raving about Jump’s impact
OMG! Is this a normal reaction?? This is ******* incredible.
Yohance Harrison
CEO and Wealth Advisor, Money Script Wealth Management
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“You guys... Jump is dreamy. It has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.”
Michael Reynolds
Principal, Elevation Financial
20+ AI features that transform the way you work, forever
#1 in configurable compliance
Jump has the most configurable compliance settings, whether you’re an RIA, B-D, or aggregator. It easily aligns to your record-keeping and supervision policies.
Audit-ready by design
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
Set the right permissions for every role
Access control is a priority for you, and it is for Jump, too. Easily who can see, edit, or manage meetings, settings, and data. With built-in roles for teams and accounts, everyone gets only the access they need.
Integrations
Jump integrates flawlessly with a fast-growing library of leading CRMs, financial planning platforms, conferencing tools, VoIP systems, and calendars.
We’re proud to have wowed these industry experts
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
3 Category Winner
10th Annual Wealthies
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
3 Category Winner
10th Annual Wealthies
As seen in Fortune, WSJ, Investment News, and others
