Jump raises $80 million

Jump - Advisor AI , an AI productivity platform for financial advisors, raised $80 million in Series B funding led by Insight Partners, with participation from F-Prime, Allianz, TIAA, Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures. The round brings the company’s total funding to $105 million.

Founded in 2023, Jump has grown to more than 27,000 advisors, adding over 2,000 users per month across RIAs, independent broker-dealers, and large financial institutions. The platform automates meeting preparation, note-taking, follow-ups, and CRM updates to reduce administrative work.

With the new capital, Jump plans to expand beyond its core AI meeting assistant into a broader AI operating system for advisory firms, introducing agentic workflows, deeper analytics, and enterprise controls. The roadmap focuses on reducing operational friction, improving client engagement, and supporting growth, while adding capabilities to identify risks, surface opportunities, and recommend next-best actions based on advisor interactions.