Jump is the industry's leading advisor AI assistant, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes- not 60. Jump is made for advisors, 100% customizable, deeply integrated with the tech stack, and designed with safety and compliance in mind.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 02/03/25 | $20,000,000 | Series A |
Battery Ventures Citi Ventures Pelion Venture Partners Sorenson Capital | undisclosed |
