Jump
Jump sells AI software for financial advisors and financial services firms that automates meeting preparation, notes, follow-up, and CRM updates.
Product
Selected offerings — the AI products recorded here, not the vendor's full catalogue.
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AI Notetaker captures client meetings, generates customized notes, extracts tasks, and drafts follow-up emails for financial advisors.
Similar products 150
No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.
Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.
Sources
- Stage, from total funding
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Company disclosure · 20 Oct 2026
"This brings our total capital raised to $105 million."
- Valuation
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Pages read for this record state no valuation or market capitalisation.
- Founded
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Company disclosure · 20 Oct 2026
"Founded in 2022, Jump is an AI assistant and consultant for financial advisors"
- Public listing
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No listing on the pages read; treated as private.
- Description
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Official documentation · 20 Oct 2026
Company page: "Elevate the client meeting cycle with scheduling, prep, notes, & follow-up. Automate CRM & planning updates."
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