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Jump - Advisor AI
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.
- Industry Software Development
- Website https://jumpapp.com/
- LinkedIn https://www.linkedin.com/company/jump-app-ai/
Related People
Parker EnceFounder
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.
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