Jump: The #1 AI Software For Financial Advisors
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Jump: The #1 AI Software For Financial Advisors

http://jump.ai/
Last activity: 16.07.2026
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Categories: AIAutomationComplianceFinTechProductivitySaaSWealthTech
Jump is the AI software that gives financial advisors a true AI assistant. Turn meetings, emails, and documents into notes, workflows, and audit-ready records.
Mentions
8
Location: United States
Total raised: $80M

Funding Rounds 1

DateSeriesAmountInvestors
02.03.2026Series B$80MAllianz Li...

Mentions in press and media 8

DateTitleDescription
16.07.2026AI Revolutionizes Financial Compliance: Hadrius Secures $27M to Lead RegTech EvolutionHadrius secured $27 million in new funding. This capital powers its AI-native compliance platform for financial services. AI generates vast content, overwhelming traditional oversight. Hadrius leverages AI to review AI-driven communications...
14.07.2026Hadrius Raises $27M in FundingHadrius, a NYC-based provider of an agentic compliance infrastructure platform for financial services firms, raised $27M in funding. The round, which consisted of a combination of a Seed and Series A, was led by CRV, with participation from...
14.07.2026Hadrius Nabs $27M Seed and Series A NEW YORK, NY, Hadrius, the agentic compliance infrastructure for financial services firms, today announced $27 million in seed and Series A funding. >> Click here for more funding data on Hadrius >> To export Hadrius funding da...
02.03.2026Jump raises $80 millionJump - Advisor AI Jump - Advisor AI Founded: 2023 Headquarters: Salt Lake City, Utah, United States Total Funding: $109.17M See full company profile "> , an AI productivity platform for financial advisors, raised $80 million in Seri...
23.02.2026Jump Secures $80 Million, Accelerating AI Transformation in Financial AdvisoryJump, a pioneering AI platform for financial advisors, has successfully closed an $80 million Series B funding round, elevating its total capital to $105 million. This substantial investment will accelerate the development of its AI-native ...
22.02.2026Jump: $80 Million Series B Secured For Expanding Advisor Intelligence EngineJump, an AI platform built for financial advisors and other financial services professionals, announced it has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors F-Prime...
19.02.2026Jump Raises $80M in Series B FundingJump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, raised $80M in Series B funding. The round was led by Insight Partners with participation fro...
21.10.2025Jump Acquires Mobile AssistantJump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and financial services, acquired Mobile Assistant, a leader in advisor transcription services. The amount of the deal was not disclos...

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