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Jump AI

The leading AI meeting assistant and agentic operating system for financial advisors.

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📋About Jump AI

Updated July 3, 2026

Jump AI builds an AI meeting assistant and agentic "operating system" for financial advisors that automates meeting prep, note-taking, compliance-ready summaries, follow-up emails, and CRM data entry, surfacing action items from client-meeting transcripts. Founded in 2023 and headquartered in Salt Lake City, Jump raised a Series B led by Insight Partners in 2025 and became the category leader among advisor notetakers, used by a large share of US financial advisors.

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JumpPaidWealthTech AI

The leading AI meeting assistant and agentic operating system for financial advisors.

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