
AI assistant for financial advisors
jump.ai (opens in a new tab)Jump builds an AI assistant for financial advisors, focused on the client meeting cycle — the preparation beforehand, the capture during, and the follow-up and compliance work that trails each conversation. That cycle repeats for every client an advisor holds, which is what caps how many relationships one person can serve well. The product is extending into the wider set of advisor workflows and into adjacent financial services verticals.