HomeUSAJump Closes $20M in Series A Funding

Jump Closes $20M in Series A Funding

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Jump

Jump, a Salt Lake City, UT-based provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, raised $20M in Series A funding.

The round was led by Battery Ventures, with participation from Citi Ventures and existing investors Sorenson Capital and Pelion Ventures Partners.

The company intends to use the funds to accelerate product innovation, building out its suite of advisor specific AI workflows and agentic AI work outputs.

Led by CEO Parker Ence, Jump provides an AI assistant service that improves advisors’ workflows, automating critical tasks like meeting preparation, notetaking, compliance documentation, CRM updates, handling financial planning data and client follow-ups. It is deeply customizable depending on advisor preferences, integrates with existing advisor tools, including Zoom, Teams, Salesforce, Wealthbox, Redtail and more. The company also provides extensive enterprise controls that allow compliance teams to configure Jump to their specific policy requirements.

Jump is customizable, and integrated with the tech stack.

FinSMEs

03/02/2025

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