rewrite this title Jump Raises $80 Million to Leverage AI to Automate Financial Advisory Workflows – Finovate

AI solutions provider for financial advisors Jump has raised $80 million in Series B funding. The round was led by Insight Partners.

The investment will help Jump scale its technology, which automates a range of tasks for financial advisors, from an AI assistant to a comprehensive intelligence and AI orchestration layer for modern financial advisory firms.

Founded in 2023 and headquartered in Salt Lake City, Utah, Jump made its Finovate debut at FinovateFall 2025 in New York. Parker Ence is Founder and CEO.

In a round led by Insight Partners, AI solutions provider for financial advisors Jump has secured $80 million in Series B funding. The round also included participation from new investors F-Prime, Allianz Life Ventures (the venture capital arm of Allianz Life Insurance Company of North America), TIAA Ventures, and Peterson Partners. Also involved in the round were existing investors Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures, as well as angel investors Hans Tung, Ryan Anderson, and Aaron Skonnard.

“In less than two years since launch, we’ve grown from zero to more than 27,000 advisors—making Jump the fastest-growing wealthtech software application in industry history,” the company noted in a statement. “We are now adding more than 2,000 new advisors each month across RIAs, independent broker-dealers, and global financial institutions.”

This week’s investment takes Jump’s total capital raised to $105 million, following the company’s $20 million Series A round led by Battery Ventures in 2025. The company will use the funds to power its next phase of growth, specifically expanding the platform from an AI meeting assistant for financial advisors to a comprehensive intelligence and AI orchestration layer tailored for modern financial advisory firms.

Jump exists at the nexus of a structural shift in the wealth management industry as advisory firms explore integrating AI into the way their advisors prepare, engage, document, analyze, and scale. Starting with using AI to reduce the amount of manual work that advisors do, Jump is evolving into a platform that integrates intelligent, agentic workflows and enterprise controls to comprehensively support modern financial advisory firms. With a focus on reducing operational friction, deep workflow integration, and configurable compliance, Jump’s new funding will enable the company to help advisors proactively identify risks, discover new growth opportunities, and advise on next best actions based on analysis of client conversations and investment flows.

“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,” Jump CEO and Co-Founder Parker Ence said. “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.” Ence added that the funding will help the company “invest aggressively in product research and development” as the firm accelerates its vision “for an AI-native operating system.”

Headquartered in Salt Lake City, Utah, Jump made its Finovate debut at FinovateFall 2025. At the conference, the company showed how its AI-powered meeting assistant for financial advisors automates meeting prep, note-taking, follow-up, and other client management tasks. Reportedly saving advisors up to 20 hours per week, Jump’s technology puts meeting administration on AI autopilot and provides AI-powered actionable growth insights, while exceeding enterprise scalability and compliance requirements.

Photo by Kirill Lazarev

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