Jump has raised $80 million in a Series B funding round to expand its AI operating system for financial advisors.
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The round was led by Insight Partners, with participation from F-Prime, Allianz Life Ventures, TIAA Ventures, Peterson Partners, Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures, as well as angels Hans Tung, Ryan Anderson and Aaron Skonnard.
Founded by repeat fintech entrepreneurs in 2023, Jump is an AI assistant and intelligence engine built for financial advisors and other financial services professionals. The firm provides more than 20 AI-powered features designed to reduce busywork, including automating meeting prep, note-taking, recaps, follow-ups and CRM updates.
More than 27,000 advisors now use the platform, with 2000 added each month and Jump is planning to use its new funding to hit a new phase of growth, expanding into a comprehensive intelligence and AI orchestration layer tailored for modern advisory firms.
This means moving beyond automation toward a broader suite of agentic, insight-driven AI capabilities that can proactively identify opportunities, risks and next best actions for advisors.
Parker Ence, chief executive officer, Jump, says: “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.”
