Accio, Inc.
Salt Lake City, US · Founded 2023 · Delaware corporation · 2 known investors
Accio, Inc., doing business as Jump, builds an AI assistant that automates note-taking and admin work for financial advisors.
Also known as Jump · Jump (jumpapp.com)
Founders & leadership
Accio, Inc. was founded in 2023 by Timothy Chaves and Parker Ence.
Board
Investors · 2
Reported raises · per SEC filings
Form D private placements$78.7M disclosed across 2 of 5 rounds · 2024–2026
▶$54.1MraisedMar 2026 · 29 investors · Other TechnologyRule 506(b)
- Dharmesh ThakkerDirector
- Crissy Costa BehrenDirector
- Jaren NicholsDirector
- Timothy ChavesExecutive Officer, Director
- Parker EnceExecutive Officer, Director
- Offering amount
- $80.3M
- Amount sold
- $54.1M
- First sale
- Dec 2025
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
▶$24.6MraisedFeb 2025 · 16 investors · Other TechnologyRule 506(b)
- Eric HiltonDirector
- Timothy ChavesExecutive Officer, Director
- Jaren NicholsDirector
- Dharmesh ThakkerDirector
- Parker EnceExecutive Officer, Director
- Offering amount
- $24.6M
- Amount sold
- $24.6M
- First sale
- Jan 2025
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026Accio, Inc. operates as Jump, a provider of AI software for financial advisors and other financial services professionals. The platform acts as an AI assistant and intelligence engine, automating repetitive administrative tasks so advisors can focus on advising clients and building relationships. Core capabilities include automated meeting preparation, meeting note-taking and recaps, follow-ups, task management, and CRM updates.
The product set is described as spanning more than twenty AI-powered features, including meeting summaries, natural-language search across client data, document extraction, and integrations with adviser tooling. The company also surfaces growth and business-development insights for advisors and embeds compliance controls aimed at the financial services industry. The company was founded in 2023 and is headquartered in Salt Lake City, Utah.
Business model
Software for financial advisory firms and financial services professionals, delivered as an AI assistant platform that integrates with advisors' existing systems such as CRMs.
Traction
Raised successive venture rounds from 2024 through 2026, including a $4.6M round, a $20M Series A led by Battery Ventures, and an $80M Series B.
Latest developments
Jump closed an $80 million Series B financing round announced in February 2026, with subsequent coverage in April 2026 noting that Jump and competitor Zocks raised Series B rounds at the same time.
▸Full profile — market position, technology, go-to-market, geography
Market position
Competes in the AI meeting-assistant and workflow-automation segment for financial advisors alongside Zocks, Mili, Focal, Zeplyn and Epicbrief; VentureRadar and reported press coverage place Jump and Zocks as parallel venture-backed entrants raising Series B rounds.
Technology
AI-driven automation for advisor workflows: meeting preparation, automated note-taking, meeting summaries and recaps, follow-up generation, task automation, CRM updates, natural-language search, and document extraction, with compliance features built for financial services.
Go-to-market
Financial advisors, wealth management practices, and financial services professionals.
Geography
Headquartered in Salt Lake City, Utah, with customers served in the United States.
Compiled by commissioned research from 4 cited public sources — announcements, filings, and press listed under research sources below.
Timeline · 2
launches, deals, and filingsPress coverage reported that Jump and competitor Zocks raised dueling Series B funding rounds.
An initial filing reported an offering of $24.6 million raised, categorized as a venture round of undisclosed series, listed at the company's Salt Lake City address.
$24.6M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
Legal entities · 1
corporate structure▸Research sources · 4
primary sources listed
- Jump $24.6 Million funding round 2025-02-19fundz.net · web
4 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Accio, Inc. do?
- Accio, Inc., doing business as Jump, builds an AI assistant that automates note-taking and admin work for financial advisors.
- Who founded Accio, Inc.?
- Accio, Inc. was founded by Timothy Chaves, Parker Ence in 2023.
- Who are Accio, Inc.'s investors?
- Accio, Inc.'s investors include Battery Ventures, Sorenson Ventures.
- How much funding has Accio, Inc. raised?
- Accio, Inc. has disclosed $78.7M raised across 2 of its 5 known rounds.
- Where is Accio, Inc. headquartered?
- Accio, Inc. is headquartered in Salt Lake City, US.