Salt Lake City-based Jump, a provider of artificial intelligence solutions for financial advisers, has acquired Wisconsin-based Mobile Assistant, a leading transcription service for adviser meetings. WealthTech Strategy Partners served as the adviser on the transaction. 

The acquisition combines Jump’s full-cycle AI automation, covering meeting preparation, CRM updates, and client follow-ups, with Mobile Assistant’s expertise in secure, high-accuracy dictation and transcription. Together, the firms aim to reduce administrative workload while enhancing client relationships and compliance readiness for advisers. 

Jump, which recently closed a US$20 million Series A round and now supports nearly 20,000 advisers, continues to expand partnerships with major wealth management firms such as LPL Financial, Cetera, and eMoney. Mobile Assistant customers will transition to Jump’s AI platform with dedicated onboarding support. 

For wealth management firms and platforms, the deal underscores growing demand for integrated AI tools that streamline adviser workflows and strengthen client engagement. 

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