From client meetings to completed administration
Jump turns adviser conversations into structured notes, follow-ups and updates in connected systems. More than 27,000 advisers used the platform at the announcement, with roughly 2,000 joining each month.
More workflows for advisory firms
The next product phase includes tools that identify opportunities and risks across client conversations and suggest actions. Investment also supports enterprise controls and deployment options for complex firms. The Series B brings cumulative funding to $105 million.