Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up. It's built with industry-leading compliance and aligned to regulatory standards, integrates with your CRM and tech stack through 40+ embedded connections, and is intuitive enough for firms to see 90%+ adoption within days of deployment. Trusted by 35,000+ advisors at firms like LPL Financial, Osaic, and Cetera.
| Website | https://jump.ai/ |
| Employees | 247 (210 on RocketReach) |
| Founded | 2023 |
| Address | 50 W Broadway Ste 333 PMB 89923, Salt Lake City, Utah 84101, US |
| Industry | Software Development |
| Keywords | Wealth Management Software, Financial Advisor Tools, Crm For Advisors, Ai For Finance, Compliance Automation, Note Taking Software, Meeting Automation, Advisor Crm, Wealthtech, Financial Technology, Enterprise Software, Ai Powered Crm, Client Relationship Management, Business Process Automation, Financial Planning Software, Investment Management Software |
Looking for a particular Jump employee's phone or email?
Parker Ence is the CEO and Cofounder of Jump.
210 people are employed at Jump.
Jump is based in Salt Lake City, Utah.