What is Jump?
Jump is a leading AI assistant and intelligence engine meticulously designed for financial advisors and financial services professionals. The company provides a comprehensive suite of AI-powered tools engineered to streamline daily workflows. These tools automate critical tasks such as meeting preparation, note-taking, summary generation, follow-up management, and CRM updates. Furthermore, Jump delivers actionable growth insights and embeds robust compliance standards, establishing itself as a category leader in advisor-focused AI. Its widespread adoption and high advisor satisfaction, as noted in industry technology reports, highlight its effectiveness in reducing administrative workload and enhancing operational efficiency through intelligent automation.
How much funding has Jump raised?
Jump has raised a total of $78.7M across 3 funding rounds:
Other Financing Round
$4.6M
Series A
$20M
Private Equity
$54.1M
Other Financing Round (2024): $4.6M with participation from Pelion Venture Partners and Sorenson Capital
Series A (2025): $20M led by Sorenson Capital, Battery Ventures, Pelion Venture Partners, and Citi
Private Equity (2026): $54.1M, investors not publicly disclosed
Key Investors in Jump
Pelion Venture Partners
Pelion Venture Partners is an investment firm focused on managing a portfolio of funds and offering investment solutions. They cater to both institutional and individual clients seeking diversified investment opportunities, aiming to support clients in achieving their financial objectives through managed fund approaches.
Sorenson Capital
Sorenson Capital collaborates with B2B product-first founders, investing in software companies across various stages. They focus on cybersecurity, applications, analytics, ML, AI, DevTools, and computing infrastructure, providing technical expertise and go-to-market support to drive efficient high growth.
Battery Ventures
Battery Ventures is a global investment firm that partners with entrepreneurs to build and scale technology businesses. They focus on identifying innovative companies across growth stages, providing capital, strategic guidance, and industry expertise to accelerate growth and ensure long-term success.
What's next for Jump?
With this substantial backing, Jump is strategically positioned for accelerated expansion and innovation. The company's focus on enhancing advisor efficiency and providing critical growth insights suggests a trajectory aimed at deepening its market penetration within the financial services sector. Future developments are likely to involve further integration of advanced AI capabilities, expanding its suite of automation tools, and potentially exploring new verticals within the broader financial technology landscape. This significant capital infusion signals strong investor confidence in Jump's business model and its potential to redefine the operational standards for financial advisors.
See full Jump company page
