Who are Jump's investors?

Jump's investors include F-Prime Capital, Allianz Life Ventures, Battery Ventures, Citi Ventures, Insight Partners, Pelion Venture Partners, Peterson Venture Partners.

How much funding has Jump raised?

Jump has disclosed $100M raised across 2 of its 3 known rounds.

Jump

9 known investors

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Jump is an AI platform for financial advisors that automates the client lifecycle, including meeting scheduling, note-taking, follow-up, client onboarding, account opening, and CRM and financial planning updates. It offers compliance-focused, configurable AI with 40+ integrations to CRMs, planning tools, and conferencing systems for RIA, IBD, and hybrid firms.

AI & Machine Learning Fintech SaaS

Investors · 9

F-Prime Capitallisted by F-Prime CapitalCambridge · $3M – $10M

How we know: F-Prime Capital's portfolio page · insightpartners.com · Not right? Tell us

Allianz Life VenturesreportedMinneapolis · $1M – $5M

How we know: insightpartners.com · Not right? Tell us

Battery VenturesreportedBoston · $500K – $100M

How we know: funding news · fintech.global · Not right? Tell us

Citi VenturesreportedNew York

How we know: funding news · fintech.global · Not right? Tell us

Insight PartnersreportedNew York · $120M – $350M

How we know: funding news · insightpartners.com · Not right? Tell us

Pelion Venture PartnersreportedSalt Lake City · $1M – $20M

How we know: funding news · insightpartners.com · Not right? Tell us

Peterson Venture PartnersreportedSalt Lake City · $5M – $25M

How we know: insightpartners.com · Not right? Tell us

Also in the syndicate · 2

Sorenson CapitalTIAA Ventures

Funding

SEC filings, press & company announcements

$100M disclosed across 2 of 3 rounds · 2025–2026

$80MSeries BFeb 2026 · 3 sources
Insight Partners (lead), Allianz Life Ventures, Battery Ventures, Citi Ventures, F-Prime, Pelion Venture Partners, Peterson Partners, Sorenson Capital, TIAA Ventures
Source ↗
$20MSeries AFeb 2025 · 2 sources
Battery Ventures (lead), Citi Ventures
Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Jump Raises $80M in Series B Fundingfinsmes.com · Feb 2026

Jump Raises $80 Million Series B, Led by Insight Partners, to Expand AI Operating System for Financial Advisors | Insight Partnersinsightpartners.com · Feb 2026

Frequently asked questions

What does Jump do?: Jump is an AI platform for financial advisors that automates the client lifecycle, including meeting scheduling, note-taking, follow-up, client onboarding, account opening, and CRM and financial planning updates. It offers compliance-focused, configurable AI with 40+ integrations to CRMs, planning tools, and conferencing systems for RIA, IBD, and hybrid firms.
Who are Jump's investors?: Jump's investors include F-Prime Capital, Allianz Life Ventures, Battery Ventures, Citi Ventures, Insight Partners, Pelion Venture Partners, Peterson Venture Partners.
How much funding has Jump raised?: Jump has disclosed $100M raised across 2 of its 3 known rounds.