Press
In the news mentions about Jump
Press kit
In The News
Jump Wants To Open A Schwab Or Fidelity Account Before The Client Meeting Ends
Jump is pushing account opening into the client conversation itself. The wealth technology company has introduced an AI-assisted workflow designed to ...
Conquest opens AI planning engine to independent advisors
Tim Chaves, president and chief operating officer of Jump, said the pairing was meant to reduce friction for smaller shops. "Independent advisors ...
AI Isn’t Replacing Stock Brokers– It’s Making Them Better
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 ...
Fintech veterans secure $20M to scale AI Assistant for financial advisors
Jump, a provider of AI solutions for financial advisors and other financial services providers, has secured $20 million in Series A funding. The ...
AI advisory tech provider Jump raises $20m in Series A round
Jump aims to speed up product innovation, broaden its AI workflow offerings, and strengthen sales and support.
Advisor AI startup Jump completes $20M Series A funding
The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and expanded capacity to meet ...
Popular AI Startup for Advisors, Jump, Raises $20M
The automated note-taking and workflow provider is working with many RIAs and is already an approved LPL vendor.
AI-based fintech firm Jump lands $20m Series A
Jump, a Salt Lake City-based provider of artificial intelligence solutions for financial advisors and other financial advisors and other financial ...
Jump Raises $20 Million for AI-Powered Financial Advice Tools
Jump, which provides artificial intelligence tools to financial advisors, raised $20 million in new funding.
Advisor Tech Talk (Week of 2/5/25)
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 raises $20m to drive AI-powered efficiency for financial advisors
Jump, a provider of artificial intelligence (AI) solutions tailored for financial advisors and financial services firms, has secured $20m in a Series ...
Jump: $20 Million (Series A) Raised For AI-Based Financial Advisor Platform
Jump, a leading provider of AI-based solutions for financial advisors and other financial services providers, announced today the completion of a $20 ...
Jump rises $20m to bring AI to financial advisors' workflows
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the ...
Savvy Taps New Growth Officer to Bolster RIA Push
The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of affiliates.
VCs prepare for the fog of (trade) war
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 ...
Josh Brown: The Future of Financial Advice is Already Here
"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 announces $4.6m in funding
Jump, AI software for financial advisors, announced today that it has raised $4.6 million in funding led by Sorenson Capital with significant ...
Jump Wins "Best in Show" Tech Demo Competition at Wealth Management Edge
WealthStack, the wealthtech pillar of the Wealth Management EDGE, held technology demonstrations during the annual conference this week at The ...