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
5 Category Winner
2024 & 2025 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
5 Category Winner
2024 & 2025 Annual Wealthies
Advisors love Jump — see their unfiltered reactions
How Mikki Logan mastered the client experience with Jump
How Jeffrey Byas uses Jump to save time
A genuine reaction from one wealth advisor using Jump
How Michael Martin enhanced his client experience with Jump
Trusted by 20,000+ 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.
