Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the close of an $80 million Series B funding round led by global software investor Insight Partners. The round includes participation from new investors F-Prime, Allianz Life Ventures (the venture capital arm of Allianz Life Insurance Company of North America), TIAA Ventures and Peterson Partners, with additional investment from existing investors, Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures, as well as angel investors Hans Tung, Ryan Anderson and Aaron Skonnard. This financing brings Jump's total capital raised to $105 million, following its $20 million Series A funding round led by Battery Ventures last year.

Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2023, it delivers 20+ AI-powered features that reduce busywork-automating meeting prep, note-taking, recaps, follow-ups and CRM updates-and surfaces growth insights, while embedding industry-leading compliance. With 27,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption according to the 2025 T3/Inside Information Software Survey and 2025 Kitces Report On Financial Advisor Technology Use), Jump is the category leader in advisor-AI.