Press
Latest press releases, announcements, and awards at Jump.
Press kit
Press Releases
Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors
Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial professionals, today announced an expansion of its ...
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October 27, 2026
Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows
Jump now brings relevant, firm-approved marketing content from FMG into post-meeting workflows.
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October 19, 2026
Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity
New capability allows advisors to complete the account-opening process during a meeting, extending Jump’s industry-leading ability to save advisors ...
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September 14, 2026
Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors
New capabilities streamline client engagement and further extend AI-powered workflows across advisors' existing technology stacks.
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June 25, 2026
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In The News
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 ...
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 ...
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.
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 ...
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 ...