Jump

Private

AI-powered operating system for financial advisors that automates meeting notes, compliance documentation, CRM updates, meeting prep, follow-up emails, and financial data extraction. Used by nearly one in ten U.S. financial advisors, including teams at LPL Financial, Cetera, Focus Financial, Integrated Partners, and Osaic.

Founders Parker Ence, Tim Chaves, Adam Kirk

CEO Parker Ence

Company

Founded

2023

Headquarters

Salt Lake City, US

Financials

Total Funding

$105M

Sectors

Fintech Artificial Intelligence SaaS

jump.ai

Funding History

3 rounds

Series B Feb 19, 2026

$80M

Insight Partners (Lead) F-Prime Capital Allianz Life Ventures TIAA Ventures Peterson Partners Battery Ventures Sorenson Capital Pelion Venture Partners Citi Ventures

Series A Feb 3, 2025

$20M

Battery Ventures (Lead) Citi Ventures Sorenson Capital Pelion Venture Partners

Seed Jun 10, 2024

$5M

Sorenson Capital (Lead) Pelion Venture Partners

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.