Jump, a leading provider of artificial intelligence (AI) tools for financial advisors, has announced the acquisition of Mobile Assistant, a specialist in transcription services for the wealth management industry.
Jump’s award-winning platform is already used by nearly 20,000 advisors, offering intelligent automation for meeting preparation, follow-ups, and CRM updates. The addition of Mobile Assistant brings enhanced transcription capabilities.
Jump co-founder and CEO Parker Ence said, “Mobile Assistant has a stellar reputation for accuracy and a deep commitment to helping advisors. We’re thrilled to carry its legacy into the AI era. Customers can expect a smooth transition with full support from the Jump team.”
Both firms share a people-first philosophy, designing technology that enhances human interaction rather than replacing it. While Mobile Assistant pioneered accurate and secure meeting transcription, Jump has been at the forefront of integrating AI to streamline advisor workflows.
Mobile Assistant founder and CEO Corey Westphal said, “Mobile Assistant has always been driven by our core values of quality, innovation and partnerships. Joining forces with Jump ensures our customers get the trusted reliability we’re known for, plus powerful new AI solutions that will positively impact their practices.”
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