Jump is poised to bolster its AI-powered advisor productivity platform via a new capital infusion, while Orion and Nitrogen are extending their already-considerable reach among advisors with strategic integration updates.
Jump has closed an $80 million Series B round led by Insight Partners, capital the company says will go toward building out an AI “operating system” aimed at boosting advisor productivity and organic growth. The latest funding brings Jump’s total capital raised to $105 million, following a $20 million Series A last year.
The startup founded by fintech veterans, Parker Ence, Tim Chaves, and Adam Kirkhas has quickly gained traction across the wealth management ecosystem, from independent advisors and enterprise RIAs to independent broker-dealers and insurers. Jump says it has grown from launch to 27,000 advisors in less than two years and is now adding more than 2,000 advisors a month, with usage spanning firms such as Focus Financial, Integrated Partners, Merit Financial Advisors, LPL, and Osaic.
In a statement, co-founder and chief executive officer Parker Ence cited one case in which a firm saw “not only Jump’s usual one to two hours saved per advisor per day, but also a meaningful increase in their overall organic growth rate.”
Jump plans to move beyond its AI meeting assistant into a broader intelligence and orchestration layer that can surface opportunities, risks, and suggested next actions across multiple workflows. That roadmap includes more agentic, insight-driven capabilities and functionality designed for large, complex firms and enterprise compliance requirements.
Crissy Behrens, managing director at Insight Partners, said the company is “defining the category for AI in financial services,” citing its product pace, enterprise adoption and focus on advisor needs.
Orion is deepening its push into insurance inside the advisor desktop, adding technology from DPL Financial Partners directly into Orion Connect. The expanded integration gives advisors access to commission-free annuities and insurance tools inside Orion’s main interface, rather than having to toggle between systems.
The launch brings three DPL tools into Orion Connect at the start: an annuity comparison calculator, a guaranteed income analysis feature, and an in-platform marketplace for multi-year guaranteed annuities. The tools are powered by DPL’s rules-based engine and product database, supporting recommendations, client-facing proposals, and digital applications.
“Commission-free annuities are becoming an essential part of modern, fiduciary financial planning – but advisors need technology to access and implement them without friction,” said Reed Colley, president of Orion Advisor Technology. He said embedding DPL’s tools lets advisors evaluate income strategies, uncover held-away assets, and deliver retirement recommendations “without leaving their core workflow.”
The integration is meant to pull annuities into the same environment where advisors already manage portfolios, plans and client relationships. Orion and DPL say the approach allows advisors to address income and protection needs with fee-based products that are generally lower cost, can offer higher payout rates and greater liquidity, and can be treated as fee-billable assets in an advisory practice.
Nitrogen and Betterment Advisor Solutions are pairing Nitrogen’s risk and planning analytics with Betterment’s custodial platform through a new data integration for mutual RIA clients. Advisors who opt in can have account and position data flow from Betterment directly into Nitrogen, with the goal of tightening up workflows around risk, tax, and retirement income planning.
The integration allows advisors to link Betterment accounts to Nitrogen’s suite and apply its Risk Number metric as part of portfolio reviews and planning conversations, supported by ongoing custodial updates in the background.
“We have entered an era where the advisors who win are those who are able to clearly demonstrate value in a meeting,” said Craig Clark, chief growth officer at Nitrogen. With the Betterment feed live, he said an advisor can turn the screen toward a client “confident that the data is already there and accurate,” while Nitrogen handles the analytics and visuals that move clients “from confusion to confident buy-in.”
Betterment Advisor Solutions director of strategy and operations Alison Considine said the combined offering is designed to bring portfolio data and risk insights into “one seamless experience.” By pairing Betterment’s tax-focused tools with Nitrogen’s risk analytics, she said, advisors can translate complex portfolio information into personalized advice “without adding friction to their workflow.”
The two firms say the integration is available immediately at no extra cost to joint customers, who can activate the data feed from within Nitrogen.
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