Jump, a Salt Lake City-based company specializing in AI solutions for financial advisors, has recently secured a $20 million Series A funding round led by Battery Ventures. The company has raised a total of $24.6 million in funding to date.
Jump’s suite of tools is designed to help advisors enhance productivity while maintaining compliance. These tools automate various tasks, including meeting preparation, notetaking, compliance documentation, CRM updates and client follow-ups. By automating these processes, Jump’s goal is to ensure financial advisors can focus more on building strong client relationships.
The company plans to use the new capital to accelerate product development and expand its suite of customizable AI-driven workflows. Additionally, the company will expand its sales and support teams to better meet the growing market demand and strengthen its industry partnerships.
