Jump - Advisor AI
Trusted AI for advisors & financial professionals. Save time, increase revenue, and elevate the client experience.
Salt Lake City, United States
257 employees
General Information
Salt Lake City, United States
BounceWatch is an independent company data service, not affiliated with Jump - Advisor AI. To contact Jump - Advisor AI, visit jump.ai.
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United States Market
Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.
Jump - Advisor AI announced a partnership with FMG to integrate meeting notes with firm-approved marketing content.
Jump was named one of CB Insights’ 100 most promising fintech startups of 2026.
Jump - Advisor AI enables users to open new client accounts directly from the mobile app.
Jump - Advisor AI highlighted its use case in helping advisors prepare for meetings, onboard clients, and grow.
Quotient Wealth Partners connected Jump to Claude to build an Advisor Intelligence Layer for their $5B RIA firm.
Jump - Advisor AI is advertising at Boston Logan Airport for the IMPACT®2026 event.
+1 more signal in last 30 days
AI Insight
Bounce Watch AIJump - Advisor AI is demonstrating strong market traction and strategic product expansion, highlighted by a significant customer win with a $5B RIA firm and the launch of a mobile app enabling new client account openings. This rapid development, coupled with prominent industry recognition from CB Insights and targeted marketing efforts, positions the company as a rapidly scaling innovator within the fintech sector, specifically for financial advisors. These recent moves indicate an aggressive push for market dominance and enhanced user engagement.
About Jump - Advisor AI
Pricing
as listed on Oct 31, 2026from $50 · custom plans on request
- AI-enhanced meeting prep, notes, follow-ups and assistant capabilities: $100/month per advisor
- Account opening, document intake, and client onboarding: $50
- Surface opportunities, improve advisor coaching, and identify trends and held-away assets: contact sales
No funding data available for Jump - Advisor AI yet.
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Source: BounceWatch company record for Jump - Advisor AI, https://bouncewatch.com/company/jump-6, updated 30 October 2026. When citing, please name BounceWatch and link this page.
