Jump, a provider of artificial intelligence (AI) solutions tailored for financial advisors and financial services firms, has secured $20m in a Series A funding round.
The investment was led by Battery Ventures, with participation from Citi Ventures and existing backers Sorenson Capital and Pelion Ventures Partners.
Founded by FinTech entrepreneurs, Jump has positioned itself as a key productivity tool for advisory firms, serving independent broker-dealers (IBDs), registered investment advisors (RIAs), and solo practitioners. The company has raised $24.6m to date, with this latest round set to fuel its expansion and innovation.
The funding will support Jump’s mission to enhance advisor workflows through AI, enabling automation in meeting preparation, notetaking, compliance documentation, CRM updates, and financial planning data management. The company plans to accelerate product development, expand its suite of AI-powered solutions, and scale its sales and support teams to meet increasing demand.
Jump has rapidly gained traction in the financial services industry, with notable partnerships established with IBDs and RIAs such as LPL Financial, Sanctuary Wealth, Integrated Partners, and Mission Wealth. Since exiting closed beta in January 2024, the company has maintained a monthly growth rate of over 35%.
Battery Ventures general partner Dharmesh Thakker said, “We are thrilled to partner with Jump and lead this Series A round. We were impressed by Jump’s leading product and market position, the quality of their team, their rapid growth and the positive reviews they’ve received from their customers. As the wealth industry transitions into the AI era, Jump has quickly become the default choice for individual financial advisors and enterprise leaders looking to adopt this transformative technology in a safe, practical way.”
A recent survey indicated that Jump’s AI-driven solutions enable financial advisors to save an average of one hour per workday, with some reporting even greater efficiency gains. The platform integrates with major financial advisory tools, including Zoom, Teams, Salesforce, Wealthbox, and Redtail, and provides enterprise compliance controls.
Jump CEO and co-founder Parker Ence said, “On our path to empower advisors and their clients to thrive in the age of AI, our easy-to-use, compliant solution is quickly becoming the standard to help advisors save massive time and enhance client engagement.
“We are incredibly grateful to our customers, partners and team members who embraced this vision early and helped spread the word, driving our growth almost entirely through word of mouth. We love seeing advisors use Jump to focus on their most important work: creating lasting, trusting relationships with their clients as they guide them through some of life’s most critical decisions.”
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