Jump is the top-ranked AI platform for financial advisors, purpose-built to automate and connect every stage of the client lifecycle. Founded in 2022 and headquartered in Draper, Utah, Jump offers three integrated products: Meet, Onboard, and Grow. Together they handle meeting prep, note-taking, CRM sync, real-time account opening, and cross-sell opportunity identification across an advisor's full book of business. Advisors using Jump save over 12 hours per week and see a 2.5x increase in identified growth opportunities. The platform serves major firms including LPL Financial, Osaic Wealth, Cetera Financial Group, Equitable, Allianz, Manulife, and Principal Financial Group, and is ranked number one in advisor satisfaction and adoption by T3, Kitces, and The Oasis Group.
Jump is an AI platform built for financial services professionals that automates the full client lifecycle through three products: Meet, Onboard, and Grow. Meet handles meeting prep, note-taking, and CRM sync. Onboard streamlines client intake and enables real-time account opening with Schwab and Fidelity. Grow surfaces cross-sell opportunities such as held-away assets and referrals. Firms using Jump report saving over 12 hours per advisor per week and a 42 percent reduction in outstanding client service tasks.
Jump's Meet product connects to an advisor's calendar and conferencing platform, then automatically joins each call. Before the meeting, it generates a pre-meeting brief. After the call, it drafts notes, a follow-up email, and tasks for advisor review, then syncs approved updates directly to the CRM. It works across Zoom, Microsoft Teams, Google Meet, and RingCentral, and supports two-way sync with CRMs including Salesforce, Wealthbox, and Redtail.
Yes. Jump's Onboard product enables real-time account opening with Schwab and Fidelity, allowing advisors to complete a signed application before a client meeting ends. The workflow pulls existing data already on file, flags missing information, and lets the advisor capture it live so the client can review and sign in the same sitting, turning a historically manual process into a single guided session.
Jump's Grow product analyzes meeting transcripts and client data across an advisor's full book of business to surface tailored opportunity signals, including held-away assets, referral candidates, and the next planning conversation worth having. Firms using Grow report a 2.5x increase in identified growth opportunities. Grow also provides scorecards for coaching and firm-wide playbooks so teams know where to focus.
Jump includes configurable compliance controls across all three products, with options for recording, no recording, transcript-only, or summary-only output to match a firm's supervision policies. Every AI-generated note, task, or field update is held for advisor review before it is saved or sent. These controls are configured during onboarding by a dedicated customer success team, which typically achieves over 90 percent advisor adoption within days of launch.
Jump supports over 40 two-way integrations. CRMs include Salesforce, Wealthbox, Redtail, and HubSpot. Financial planning tools include eMoney, RightCapital, and Asset-Map. Custodian and portfolio platforms include Schwab, Fidelity, Orion, and Black Diamond. Estate and tax tools include Wealth.com, Holistiplan, and TaxStatus. Jump is also available via a one-click Claude MCP connector to plug into additional advisor workflows.
Jump is ranked number one in advisor satisfaction and adoption by T3, Kitces, and The Oasis Group, three of the financial advice industry's most widely cited technology benchmarking organizations. Founded in 2022, Jump reached 250 employees and counts LPL Financial, Osaic Wealth, Cetera Financial Group, Equitable, Allianz, Manulife, and Principal Financial Group among its clients. Advisors can request a demo at jump.ai/demo.