Jump AI Platform for Financial Advisors

Jump is a US company, founded in 2023 according to its Series B release, that builds an AI platform for financial advisors and advisory firms. It targets the administrative load around client meetings, onboarding and business development that limits advisor capacity.

The platform includes Meet for note-taking, meeting preparation and data sync, Onboard for AI intake forms and account opening, Grow for signals, playbooks and dashboards, and an operating system layer with an AI associate and email assistant. It integrates with tools such as Redtail, Wealthbox, Orion and Zoom, and lists customers including LPL, Osaic, Cetera, Allianz and Manulife.

• Meet: AI note-taking, pre-meeting prep, agendas, follow-up and scheduling.
• Onboard: AI intake forms, document intelligence and real-time account opening.
• Grow: signals, playbooks, scorecards, pulse surveys and dashboards.
• AI Associate: assistant included in all plans with client profiles and an email assistant.
• Integrations: 30 to 40 two-way integrations with CRM, portfolio and meeting tools.
• Data sync: post-meeting updates written back to CRM and planning systems.

Insurance agency networks and bank wealth teams in Vietnam could use meeting-capture and CRM-sync workflows to cut admin time for relationship managers. Securities firms could adapt the onboarding intake model for client account opening.

Reduces time spent on meeting notes, follow-ups and data entry by syncing directly to CRM. AI intake forms and document intelligence speed client onboarding. SOC 2-certified infrastructure is stated on the site. The company reports 27,000 advisors reached within two years of launch.

Advisory firms are adopting AI assistants to automate meeting documentation and compliance-sensitive follow-up. Wealth managers and insurers in Vietnam and Southeast Asia face the same pressure to raise adviser productivity as their client bases grow.

Founded 2023. Raised 80 million USD Series B in February 2026 led by Insight Partners, bringing total capital to 105 million USD; earlier Series A led by Battery Ventures. Investors include Allianz Life Ventures, TIAA Ventures and Citi Ventures.