Jump bolsters leadership bench as AI push intensifies

Jump, a Salt Lake City-based wealth tech startup positioning its software as an AI operating system for financial advisors, has hired four senior executives as it looks to scale its platform across advisory firms and financial institutions.

The company named Torie Happe as vice president of business development, Hannah Springer as head of customer experience, Jarom Chung as senior vice president of product, and Skyler Bloxham as vice president and head of strategic partnerships.

The appointments follow a period of significant growth. In February, Jump closed an $80 million Series B round led by Insight Partners, bringing total funding to $105 million. The company says its platform is now deployed at a range of enterprise and independent firms, including Merit Financial Advisors, Osaic, Cetera, and LPL. It also reports more than 30,000 advisors on the platform.

Co-founder and CEO Parker Ence said in a statement that firms are moving beyond experimentation and embedding AI into day-to-day operations. "That requires more than tools – it requires a system that connects data, workflows and execution across the business," he said.

In their respective roles, Happe – who arrives with four years of experience as head of partnerships at Holistiplan – will focus on new firm relationships and enterprise adoption across RIAs, broker-dealers, and financial institutions.

Springer will lead end-to-end client experience with a focus on measurable outcomes. Chung will oversee product strategy and the evolution of Jump's agentic AI framework. And Bloxham, who'd previously been at D.A. Davidson for nearly 10 years, will manage partnerships with custodians, enterprise firms, and technology providers.

The hires come as Jump has been expanding its product lineup. In March, the company reorganized its offerings into three modules – Meet, Grow, and Operate – built on a unified data and integration layer. Meet targets pre- and post-meeting workflows, Grow surfaces analytics and engagement data intended to drive organic growth, and Operate embeds operational intelligence into advisor workflows, automating intake, documentation, and follow-through.

Also last month, Jump launched AI Associate, an agentic capability that allows advisors to query their technology stack, update records across connected systems, draft client communications, and schedule meetings – all within a single conversational interface. According to the company, every action requires human confirmation before execution.

Earlier this month, Jump announced an expanded partnership with Perennial Financial Services, an office of supervisory jurisdiction affiliated with LPL, deploying the Operate module across the firm. Perennial's senior managing director, John Petrick, said the product "removes the operational burden that advisors are used to at legacy firms." The firm had been a Jump customer since 2024 and cited AI-powered workflows as a recruiting differentiator.

Jump claims measurable productivity gains from its platform. The company estimates that eliminating an average of one hour of meeting-related administrative work per advisor per day allows a 500-advisor firm to recover more than 125,000 hours annually – equivalent to roughly $12.5 million in productive capacity based on a blended $100 hourly rate.

The platform has received favorable marks from some users. At an InvestmentNews roundtable, Lauren Williams, co-founder of ProsperPlan Wealth and an advisor with NewEdge Advisors, said that she views Jump as a front-runner in building an advisor-centric technology stack.

"Jump is really leading the way for me," Williams said, adding that the company's focus on understanding advisor workflows has set it apart.