Jump Nails Down $20M in Series A for AI-Powered Advisory Platform 

Jump, an AI-powered platform for financial advisors and wealth firms, secured $20 million in a Series A funding round led by Battery Ventures. Citi Ventures and existing investors Sorenson Capital and Pelion Ventures Partners also participated. To date, the firm has raised $24.6 million. 

The Salt Lake City-based firm plans to use the new funding to enhance AI-driven workflows, expand sales and support teams, and strengthen partnerships with solo practitioners, registered investment advisors, and independent broker-dealers across the industry. Jump’s AI assistant integrates with meeting apps such as Zoom and Teams, as well as CRM solutions Salesforce, Wealthbox, and Redtail. 

The technology automates tasks such as meeting preparation, note-taking, compliance documentation, CRM updates, and client follow-ups. The technology can also be customized to align with firms’ policies and compliance requirements. 

“On our path to empower advisors and their clients to thrive in the age of AI, our easy-to-use, compliant solution is quickly becoming the standard to help advisors save massive time and enhance client engagement,” said Parker Ence, CEO and co-founder of Jump. 

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