Jump Appoints Diana Cabrices to Lead AI-Driven Advisor Education and Growth

SALT LAKE CITY – March 2, 2026 – Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced Diana Cabrices has joined the company as Chief Evangelist. A recognized wealthtech growth expert and industry speaker, Cabrices will advance Jump’s advisor education, growth strategy content and data-backed coaching initiatives as the company continues to scale its productivity and organic growth solutions to advisors.

“I have spent my career evaluating advisor technology that drives growth and improves client outcomes, so I don’t say this lightly – joining Jump was an easy decision,” said Cabrices. “What they’ve built isn’t incremental innovation; it’s foundational. The ability to measure emotional intelligence, surface growth signals and turn real client conversations into actionable intelligence is something this industry has never had before. When you see a platform that truly changes how advisors win inside the meeting, you don’t hesitate to spread the message.”

In her role as Chief Evangelist, Cabrices will serve as a growth partner to advisory firms nationwide, delivering data-driven playbooks, live coaching, educational content and industry keynotes focused on improving in-meeting performance and accelerating organic growth. Her work will center on helping advisors:

• Use Jump Insights to transform real conversation data into actionable growth intelligence
• Leverage client sentiment Signals to time advice and recommendations more effectively
• Operationalize best practices with Playbooks that elevate advisor performance
• Convert everyday client conversations into measurable planning engagement and revenue opportunities

“From day one, our vision for Jump has been to build an AI-native intelligence layer for modern advisory firms to help them drive faster and smarter growth,” said Parker Ence, co-founder and chief executive officer of Jump. “Diana understands better than most how advisors actually adopt technology and, more importantly, how they grow with it. She has the ability to translate innovation into real-world impact. As we expand Jump AI solutions, Diana will help advisors discover and get the most out of Jump to deepen client relationships and grow their businesses.”

Cabrices brings more than a decade of experience in the financial advisor ecosystem to Jump, driving awareness and growth for wealthtech and financial services brands. She has been recognized as a ThinkAdvisor Luminary, InvestmentNews Female Trailblazer of the Year excellence awardee and Wealth Solutions Report Brand Advocacy Executive of the Year. Since entering wealthtech in 2016 following 15 years in sales and marketing, she has spoken on dozens of industry stages and hosted hundreds of advisor webinars. Her experience spans prospecting, marketing, branding, customer relationship management, estate planning, recruiting, M&A, succession planning and advisor communities, giving her a broad understanding of advisor growth challenges.

Cabrices’ appointment follows Jump’s recently announced $80 million Series B round led by Insight Partners, bringing total funding to $105 million. With fresh capital and accelerating advisor adoption, Jump is expanding its intelligence platform and deepening its role as the AI operating system powering modern advisory firms.

To learn more about Jump and how it is helping advisors and firms thrive in the age of AI, visit jump.ai.

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About Jump

Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2023, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance. With 27,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption according to the 2025 T3/Inside Information Software Survey and 2025 Kitces Report On Financial Advisor Technology Use), Jump is the category leader in advisor-AI.

Deeply integrated, fully customizable and built with compliance at its core, Jump empowers firms to elevate the advisor-client experience in the age of AI, without compromising regulatory rigor. Learn more at jump.ai.

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