Fundraising Fox

Jump

10 known investors

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 LearningFintechSaaS

Investors · 10

F-Prime CapitalCambridge · $3M – $10M
Allianz Life VenturesreportedMinneapolis · $1M – $5M
Battery Venturesreported · 2 sourcesBoston · $500K – $100M
Citi Venturesreported · 2 sourcesNew York
Insight Partnersreported · 2 sourcesNew York · $120M – $350M
Pelion Venture Partnersreported · 2 sourcesSalt Lake City · $1M – $20M
Peterson Venture PartnersreportedSalt Lake City · $5M – $25M

Also in the syndicate · 3

F-PrimeSorenson CapitalTIAA Ventures

Funding

SEC filings, press & company announcements

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

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

In the news

Jump raises $80 millioncoverager.com · Mar 2026Jump Raises $80 Million to Leverage AI to Automate Financial Advisory Workflows - Finovatefinovate.com · Feb 2026Jump Raises $80M in Series B Fundingfinsmes.com · Feb 2026Jump Raises $80 Million Series B, Led by Insight Partners, to Expand AI Operating System for Financial Advisors | Insight Partnersinsightpartners.com · Feb 2026AI Startup, Jump, Raises $20Mwealthmanagement.com · Feb 2025Jump raises $20m to drive AI-powered efficiency for financial advisorsfintech.global · Feb 2025

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.