See how Jump cuts meeting admin 90% and adds client intelligence — at scale.
I've tried a lot of AI and meeting tools. Jump crushes them all and saves me 5-15 hours per week. If you're an advisor, try it.
James Hindes
Founder, ENOW Financial
As seen in Fortune, WSJ, Investment News, and others
We’re proud to have impressed these industry experts
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
3 Category Winner
10th Annual Wealthies
Highest Advisor Satisfaction Rating
Among Note-Taking Tools
Highest Customer Satisfaction Rating
In the Category
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
3 Category Winner
10th Annual Wealthies
Advisors love Jump — see their unfiltered reactions
How Mikki Logan mastered the client experience with JumpHow Jeffrey Byas uses Jump to save timeA genuine reaction from one wealth advisor using JumpHow Michael Martin enhanced his client experience with Jump
Trusted by 15,000+ advisors
Frequently Asked Questions
Can Jump really take notes like I would?
Yes. This is not just another another tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail.and auto-assigned tasks, plus insights and scorecards to fuel growth.
What are your security practices?
Does this make me more or less compliant?
How does it know where to put notes in my CRM?
How does it know who to assign tasks to?
How does recording work?
Advisors and firms are raving about Jump’s impact
OMG! Is this a normal reaction?? This is ******* incredible.
Yohance Harrison
CEO and Wealth Advisor, Money Script Wealth Management
“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group
“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth
“You guys... Jump is dreamy. It has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.”
