Jump
HQ Address
50 W Broadway, Ste 333, Salt Lake City, UT 84101, United States
Website Address
Business introduction
Save time and grow AUM with AI for advisors
Automate admin tasks like meeting prep, note-taking, and email follow-up with industry-leading AI that saves you up to 20 hours per week
We're AI for financial advisors
Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.
15,000+ customers
- 15,000+ advisors, independent and enterprise
- 1500–2000 joining monthly
Productivity + insights
- Automated pre-meeting prep, notetaking and recaps, follow-ups, auto-assigned tasks
- Insights and scorecards for growth
Jump Solutions
Jump for Enterprise
Jump’s AI uncovers success strategies in your data, then scales them to every advisor. 20+ AI features that transform the way you work, forever Automates 90% of meeting admin Easy, secure client management Built-in intelligence for growth ...
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Jump for Independent Advisors
Your new AI assistant makes life easier from day one 1-minute prep Jump checks your calendar for client meetings automatically, letting you know what you need to cover in advance. 90% of meeting admin automated Jump takes notes during meetings, then recaps and drafts follow-up emails after for your review — with auto-assigned smart......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
