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3 Latest Announced Rounds

$1,738.89M Raised in 75 Funding Rounds in the past 7 Days - View All

Funding Round Profile

Jump - Advisor AI

start up
United States - Salt Lake City, Utah
  • 11/06/2024
  • Unknown
  • $4,600,000

Jump is an AI tool for wealth managers and financial advisors that automates notetaking, compliance, and CRM updates.

Related People

Parker EnceFounder

Parker Ence United States - Salt Lake City, Utah

Jump Advisor AI brings the AI-Enhanced Client Meeting Cycle to financial advisors! It's how RIA/BD teams cut client meeting admin time by 90% and elevate the client and advisor experience by putting notes, CRM updates, tasks, and compliance logs on AI autopilot. Jump is made for advisors, easy to set up, 100% customizable, secure and compliant, and integrates closely with the advisor tech stack. It's like hiring a meeting assistant, faster than dictating, and all-in-one for advisors.

I'm an entrepreneur and operator with 12 years CEO/cofounder experience across advisortech, data/DaaS, AI, SaaS, and insurtech. As CEO, I've operated companies in spinoff, turnaround/distressed, and 0-1 startup scenarios. Other early experience was in in PE/VC, GTM consulting, and economic development. Stanford MBA.