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
Uncover hidden growth opportunities like referrals or held-away assets, deeply understand client sentiment, and help every advisor perform at their best
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.
27,000+ customers
- 27,000+ advisors, independent and enterprise
- 1,500–2,000 joining monthly
Productivity + insights
- Automated pre-meeting prep, notetaking and recaps, follow-ups, auto-assigned tasks
- Insights and scorecards for growth
Jump Solutions
Jump Grow
Jump doesn’t just report – it acts Learn from the best and scale up high performance into repeatable success. Detect and action important signals Establish your baseline, coach with clarity, measure improvement over time, and reinforce what great looks like across teams. Track trends over time Query past and ongoing meetings to survey and get......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Jump Meet
Automated meeting prep and notes Generate pre-meeting briefings and capture structured notes automatically. Walk in prepared, stay present during the meeting, and leave with documentation already done. Automatic follow-ups and tasks Turn conversations into trackable tasks and follow-ups that automatically sync to your firm’s workflows so nothing falls through the cracks. Deep integrations Connect Jump......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Jump Operate
Scale operations without adding overhead Jump Operate replaces manual checklists, fragile automations, and CRM workarounds with one system that runs your workflows—so your firm grows without adding complexity or headcount. Client-friendly AI intake forms Send forms to clients to fill out, or have Jump auto-fill them based on meeting and integration data. Turn client......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
