Press

Jump, a provider of artificial intelligence to advisors, announced an integration with the marketing platform provider FMG Suite.

Jump, the Salt Lake City-based AI platform for financial advisors, is testing AI account opening that completes Schwab and Fidelity applications ...

At its 12th annual XYPN Live conference in San Diego this week, the fiduciary advisor network and business support platform provider announced it has ...

Almost 22,000 employees of Northwestern Mutual will soon have access to artificial intelligence-provider Jump's enterprise suite, which includes the ...

Jump has bolstered its standing as a leading AI fintech provider, announcing Northwestern Mutual as its latest enterprise partner.

Jump is pushing account opening into the client conversation itself. The wealth technology company has introduced an AI-assisted workflow designed to ...

Tim Chaves, president and chief operating officer of Jump, said the pairing was meant to reduce friction for smaller shops. "Independent advisors ...

Jump has raised over $100 million and is used by more than 35,000 financial advisors. Says Parker Ence of his startup’s “Jump Grow” feature, “Our AI ...

Jump, a provider of AI solutions for financial advisors and other financial services providers, has secured $20 million in Series A funding. The ...

Jump aims to speed up product innovation, broaden its AI workflow offerings, and strengthen sales and support.

The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet ...

The automated note-taking and workflow provider is working with many RIAs and is already an approved LPL vendor.

Jump, a Salt Lake City-based provider of artificial intelligence solutions for financial advisors and other financial advisors and other financial ...

Jump, which provides artificial intelligence tools to financial advisors, raised $20 million in new funding.

I’m not exaggerating when I say it was, once again, a busy week in wealthtech, with plenty of juicy headlines to share with you. With no holiday or ...

Jump, a provider of artificial intelligence (AI) solutions tailored for financial advisors and financial services firms, has secured $20m in a Series ...

Jump, a leading provider of AI-based solutions for financial advisors and other financial services providers, announced today the completion of a $20 ...

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the ...

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.

Venture investors have been licking their lips for a wave of deregulation and lower interest rates to unlock pent-up demand for exits and a boom in ...

"This is my favorite thing I’ve seen so far. AI note-taking to save advisors and clients time before and after meetings is the most obvious killer ...

Jump, AI software for financial advisors, announced today that it has raised $4.6 million in funding led by Sorenson Capital with significant ...

WealthStack, the wealthtech pillar of the Wealth Management EDGE, held technology demonstrations during the annual conference this week at The ...