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https://jumpapp.com/
Last activity: 04.02.2025
Active - Reference to Jump: The #1 AI Software For Financial Advisors
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
Total raised: $24.6M
Investors 1
| Date | Name | Website |
| 26.12.2024 | Pelion Ven... | pelionvp.c... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 03.02.2025 | Series A | $20M | - |
| 10.06.2024 | - | $4.6M | - |
Mentions in press and media 7
| Date | Title | Description |
| 04.02.2025 | Jumping Ahead: The Rise of AI in Financial Advisory Services | In the bustling world of finance, a new player is making waves. Jump, a Salt Lake City-based startup, has just secured $20 million in Series A funding. This isn’t just another funding round; it’s a signal that the financial advisory landsca... |
| 03.02.2025 | Jump Closes $20M in Series A Funding | Jump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, raised $20M in Series A funding. The round was led by Battery Ventures, with participation fr... |
| 16.09.2024 | Jump Wins Three “Wealthies” at the 2024 WealthManagement.com Industry Awards | Jump Co-Founders Parker Ence and Tim Chaves Jump App Logo Celebrated for “Innovation - New Application," “Disruptors - Technology," and “Advisor’s Choice” in Wealth Management Technology NEW YORK, NY, UNITED STATES, September 16, ... |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 10.06.2024 | Jump Raises $4.6M in Funding | Jump, a Salt Lake City, UT-based provider of AI software for financial advisors, raised $4.6M in funding. The round was led by Sorenson Capital with participation from Pelion Venture Partners and strategic angel investors. The company inten... |
| 21.03.2024 | Revolutionizing Advisory Workflows: How Jump’s AI is Transforming the Game for RIAs and BD Teams | Share Tweet Share Share Email In an era where technological innovation is relentlessly reshaping industries, the realm of financial advisory is no exception. As advisory firms strive for efficiency and superior client service amidst growing... |
| - | Jump | “The AI Assistant for Financial Advisors” |