Jump Announces Series B and What Comes Next
As of today, nearly one in ten financial advisors in the United States uses Jump.
In less than two years since launch, we’ve grown from zero to more than 27,000 advisors — making Jump the fastest-growing wealthtech software application in industry history. We are now adding more than 2,000 new advisors each month across RIAs, independent broker-dealers, and global financial institutions.
That adoption reinforces what we believed from the beginning: AI is becoming foundational infrastructure for advisory firms.
Today, I’m pleased to share that Jump has raised an $80 million Series B fundraising round, led by Insight Partners, with participation from F-Prime, Allianz, TIAA, and continued support from Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures. This brings our total capital raised to $105 million.
This milestone reflects trust — from customers, partners, and investors — in both our execution and our long-term vision.
From AI Assistant to AI Operating System
When Jump began as a category-defining AI meeting assistant we focused on a specific problem: eliminating manual prep, note-taking, follow-up, and CRM updates so advisors could reclaim meaningful time.
The next phase expands that scope. This new funding allows us to integrate intelligence, agentic workflows, and enterprise controls to support the full operating model of modern advisory firms.
Over the coming year, we will apply the same product principles that drove early growth — deep workflow integration, configurable compliance, and enterprise-grade controls — across a broader set of high-impact advisor workflows.
Our roadmap centers on three persistent industry challenges:
- Reducing operational friction
- Driving organic growth
- Elevating the client experience
For enterprise institutions, the priorities are similar — but at scale. We’re investing in enhanced controls, multi-entity structures, and deployment models that support complex organizations while preserving advisor ease of use.
We are accelerating product innovation beyond task automation toward a broader suite of agentic, insight-driven AI capabilities. These systems will proactively identify risks, surface growth opportunities, and suggest next best actions based on patterns across conversations and workflows.
Advisory firms generate enormous insight inside client meetings. Historically, that intelligence has remained trapped in notes and memory. We’re building the infrastructure to make it measurable, actionable, and scalable.
A Long-Term Shift
We see first hand that the wealth management industry is entering a structural shift. AI will not sit on the periphery of advisory firms, but at the center, integrated into how advisors prepare, engage, document, analyze, and grow.
Our responsibility is to build that foundation in a way that is compliant, configurable, and aligned with how advisory firms actually operate.
We are grateful for the trust our customers, partners, and investors have placed in us. The progress to date is meaningful.
The opportunity ahead is larger.
Read the full press release here.