Jump AI
AI assistant for financial advisors: meeting notes, prep, follow-up, CRM and compliance docs. Founded 2022, Salt Lake City. $105M raised, 27,000+ advisors. Not Jump Trading, a separate firm.
What is Jump AI?
Jump AI builds an AI assistant for financial advisors, aimed squarely at the administrative work that surrounds client meetings. Its platform handles AI notetaking during meetings, preparation beforehand and follow-up afterwards, updating the CRM, generating compliance-ready documentation, and managing client communications, with the argument being that advisors lose a large share of their week to write-ups and admin that could be automated. The company was founded in 2022 and is headquartered in Salt Lake City, Utah. Its founding team is Parker Ence, who is Co-Founder and CEO, Tim Chaves as Chief Operating Officer, and Adam Kirk as Chief Technology Officer. It has raised roughly $105 million in total: a $20 million Series A led by Battery Ventures with participation from Citi Ventures, Sorenson Capital, and Pelion Venture Partners, followed by an $80 million Series B led by Insight Partners. Its growth has been steep, going from zero to more than 27,000 advisors in under two years, which trade press has described as the fastest-growing wealthtech software application in the industry's history. One important clarification: this company is not Jump Trading, the quantitative trading firm, which is a separate and unrelated business that also appears in this directory under the name Jump.
Mission & values
Give financial advisors their time back by automating the meeting notes, follow-up, and compliance paperwork around client relationships.
Qualifications
Jump AI is a fast-scaling venture-backed startup, having raised $105 million and grown to more than 27,000 advisor users in under two years, which usually means hiring across the board and roles carrying wide scope. Expect engineering to dominate: backend and full-stack engineers, AI and machine learning engineers working on transcription, summarisation and LLM application work, and infrastructure and security engineering, the last being significant because the product handles client financial conversations and must produce compliance-ready records. Beyond engineering it will hire product management and design, plus a substantial go-to-market function given its distribution into the wealth management industry, covering sales, account management, customer success, implementation, and support for advisor firms. Domain knowledge of wealth management, financial advisory workflows, CRM systems used by advisors, or the compliance regime advisors operate under (recordkeeping and supervision requirements in particular) is a genuine differentiator here, since the hard part of the product is being correct and defensible rather than merely fluent. Check the company's careers page for current openings and their location and remote eligibility, since these are not published in aggregate. When applying, be aware there is an unrelated and much older firm called Jump Trading, so make sure you are applying to jump.ai rather than jumptrading.com.
Leadership
Parker Ence
Co-Founder & Chief Executive Officer
Co-founded Jump AI in 2022 and leads it as CEO, growing it to more than 27,000 financial advisors in under two years and raising roughly $105M across Series A and B rounds.
Tim Chaves
Co-Founder & Chief Operating Officer
Co-founded Jump AI and serves as COO, overseeing operations through its rapid scaling across the wealth management industry.
Adam Kirk
Co-Founder & Chief Technology Officer
Co-founded Jump AI and leads engineering as CTO, building the AI notetaking, meeting and communications platform underlying the product.
Hiring process
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1
Apply via jump.ai careers
Check current openings and their location and remote eligibility. Make sure you are applying to jump.ai and not the unrelated Jump Trading.
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2
Recruiter screen
Confirms role fit, level, location expectations, work authorization, and pay.
About 7 days
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3
Technical or role interview
Engineering: coding and system design, likely touching LLM application work, transcription and summarisation quality. Go-to-market: a scenario selling into or supporting advisor firms.
About 10 days
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4
Team interviews
Cross-functional interviews on depth and on judgment in a regulated domain where advisor records must be accurate and defensible.
About 10 days
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5
Offer
Offer with equity typical at Series B stage. Clarify the cash and equity split and whether the role is remote or Salt Lake City based.
About 7 days
Funding
Awards & recognition
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Grew from zero to 27,000+ financial advisors in under two years · 2026
Jump AI
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Raised an $80M Series B led by Insight Partners · 2026
Jump AI
Company information
- Industry: WealthTech / AI for Financial Advisors
- Location: Salt Lake City, UT, USA
- Founded: 2022
- Company size: 51-200
- Website: jump.ai ↗
- LinkedIn: Company page ↗