Customers
14,000+ Customers
- 14,000+ Advisors, Independent & Enterprise
- 1500-2000 joining monthly
About Jump
What would you do with 90% less meeting admin?
Jump’s AI automates meeting prep, note-taking, and follow-up to give you time back. Then it helps you maximize that time, analyzing your data to uncover hidden client needs.
Key Benefits
Productivity + Insights
- Automated pre-meeting prep, notes and recaps, follow-up emails, auto-assigned tasks
- Insights and scorecards for growth
Recognition
Category Leader
- Best in Show
- “... the obvious killer app”
- Wealth Startup of the Year
- Best for Integration and Customization
- Advisors Choice
- #1 in Advisor Adoption
- #1 in Advisor Satisfaction
Funding
$25M Funding
- From investors like Battery Ventures, Citi Ventures, Sorenson, and Pelion.
Our team
We take pride in the insight, integrity, and commitment of our leadership team. Every day we focus on simplifying our product while adding new features that help elevate the advisor-client relationship — at scale.
Parker Ence Bio
CEO & Co-Founder
Parker Ence
Tim is a 2x fintech entrepreneur and a full-stack software engineer and product designer who leads Jump’s product development. Before Jump, he founded ZipBooks, cloud and AI accounting software for small businesses, sold to Divvy in 2019 and subsequently to Bill.com in 2021. Tim graduated with distinction with an MBA from Harvard, after a summa cum laude bachelor’s from Brigham Young University as valedictorian of the David M. Kennedy Center for International Studies.
COO & Co-Founder
Tim Chaves
Adam Kirk Bio
CTO & Co-Founder
Adam Kirk
Chris Gage Bio
Head of Finance
Chris Gage
Liam Hanlon Bio
Head of Insights
Liam Hanlon
Christine LaFrance Bio
Head of Customer Success
Christine LaFrance
Peter Olson Bio
Head of Customer Experience
Peter Olson
Tobin Bennion Bio
Head of Sales
Tobin Bennion
Advisor reviews
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
Awards and recognition
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 Customer Satisfaction Rating
In the Category
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
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 Customer Satisfaction Rating
In the Category
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
In The News
Investment News
Advisor AI startup Jump completes $20M Series A funding
The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation.
Industry Update
Jump launches new compliance automation features
Jump’s latest release helps advisors stay ahead of regulatory changes with automated compliance workflows.
Product News
Jump integrates with leading CRM platforms
Seamless integration with top CRMs enables advisors to sync notes, tasks, and insights instantly.