In less than two years since launch, the company has grown from zero to more than 27,000 advisors — making Jump the fastest-growing wealthtech software application in industry history. Jump is now adding more than 2,000 new advisors each month across RIAs, independent broker-dealers, and global financial institutions. As of today, nearly one in ten financial advisors in the United States uses Jump.
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced the close of an $80 million Series B funding round led by global software investor Insight Partners. This financing brings Jump’s total capital raised to $105 million, following its $20 million Series A funding round led by Battery Ventures last year.
„Founded by repeat fintech entrepreneurs, Jump has rapidly become the fastest-growing wealthtech software application in industry history, scaling from zero to 27,000 advisors in less than two years since launch – and now adding more than 2,000 new advisors each month.” – according to the press release.
„Nearly one in ten U.S. financial advisors now uses Jump, making it a core platform across the industry – from independent advisors and enterprise Registered Investment Advisors (RIAs) such as Focus Financial Partners, Integrated Partners and Merit Financial Advisors, to independent broker-dealers including LPL Financial, Osaic and Cetera, as well as financial institutions like Allianz Life and Manulife.” – the company said.
Jump’s seven-time award-winning AI-native technology has processed a cumulative 183 continuous years’ worth of client meetings, completing millions of tasks for advisory, insurance and other financial services firms managing an estimated $12 trillion in assets for their clients.
“An enterprise RIA recently shared that Jump ranked number one among more than 40 AI pilots they ran last year in terms of delivering real advisor impact and measurable ROI for the firm,” said Parker Ence, co-founder and chief executive officer of Jump. “They saw not only Jump’s usual one to two hours saved per advisor per day, but also a meaningful increase in their overall organic growth rate. This new funding will allow us to invest aggressively in product research and development as we accelerate our vision for an AI-native operating system. We are grateful for the trust our customers, partners and investors have placed in us, and we are excited about the days, months and years ahead.”
„The new capital will fuel Jump’s next phase of growth, building on the success of its category-defining AI meeting assistant for advisors and expanding into a comprehensive intelligence and AI orchestration layer tailored for modern advisory firms. Jump is widely recognized for its intuitive workflows, extensive integrations, ease of adoption by advisors and full compliance and configurability – making it ideal for enterprise deployment with robust compliance and data controls.” – the company explained.
“We believe Jump is defining the category for AI in financial services,” said Crissy Behrens, managing director at Insight Partners. “The team has demonstrated exceptional product velocity, strong enterprise traction and a clear product vision for where AI is headed in wealth management and beyond. We believe Jump’s clarity of purpose, as well as its focus on real advisor needs, well position the company to shape what comes next for the industry.”
Over the coming year, Jump plans to apply these same product principles across a growing number of high impact workflows aimed at solving three fundamental challenges faced by financial services firms: operational friction, organic growth and client experience.
Simultaneously, Jump is accelerating product innovation beyond automation toward a broader suite of agentic, insight-driven AI capabilities that can proactively identify opportunities, risks and next best actions for advisors – backed by enhanced enterprise-grade functionality designed for complex firm structures and large-scale deployments.
“The power of AI presents an opportunity for financial professionals to enhance their operations to better serve their clients,” said Eric Thomes, chief distribution officer at Allianz Life. “Jump is focused on the type of practical, advisor-first innovation that can help financial professionals today and in the years ahead.”
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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.
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