Jump secures $80m Series B to scale AI for advisors

February 20, 2026

Jump, an artificial intelligence platform for financial advisors, has raised $80m in a Series B round to accelerate the development of its AI-native operating system for advisory firms.

The funding round was led by Insight Partners, with participation from new investors F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners.

Existing backers Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures also joined the round, alongside angel investors Hans Tung, Ryan Anderson and Aaron Skonnard.

The latest investment brings Jump’s total capital raised to $105m, following a $20m Series A led by Battery Ventures last year.

Founded by repeat FinTech entrepreneurs, Jump claims to be the fastest-growing WealthTech software application in industry history, scaling from launch to 27,000 advisors in under two years. The company is currently adding more than 2,000 advisors each month, with nearly one in ten US financial advisors now using the platform.

Jump’s AI-native technology has processed what it describes as a cumulative 183 continuous years’ worth of client meetings, completing millions of tasks for advisory, insurance and other financial services firms managing an estimated $12tn in assets.

The new capital will support the expansion of Jump’s intelligence and AI orchestration layer, building on its AI meeting assistant and broadening into a more comprehensive operating system for modern advisory firms.

Over the coming year, the firm plans to focus on operational efficiency, organic growth and enhanced client experience, while developing agentic, insight-driven AI tools designed to proactively identify opportunities, risks and next best actions for advisors.

Jump co-founder and chief executive officer Parker Ence said, “An enterprise RIA recently shared that Jump ranked number one among more than 40 AI pilots they ran last year in terms of delivering real advisor impact and measurable ROI for the firm.

“They 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. This new funding will allow us to invest aggressively in product research and development as we accelerate our vision for an AI-native operating system. We are grateful for the trust our customers, partners and investors have placed in us, and we are excited about the days, months and years ahead.”

Insight Partners managing director Crissy Behrens said, “We believe Jump is defining the category for AI in financial services. The team has demonstrated exceptional product velocity, strong enterprise traction and a clear product vision for where AI is headed in wealth management and beyond. We believe Jump’s clarity of purpose, as well as its focus on real advisor needs, well position the company to shape what comes next for the industry.”