Jump Secures $80 Million Series B to Build AI Operating System for Financial Advisors

Jump, a Salt Lake City based fintech firm, has successfully closed an $80 million Series B funding round led by global software investor Insight Partners. This latest injection of capital brings the company's total funding to $105 million following its Series A round just last year. The investment is intended to accelerate the development of what Jump calls an AI operating system for the wealth management industry.

Since its launch less than two years ago, Jump has become the fastest-growing software application in the history of wealthtech. The platform has scaled to serve 27,000 advisors, representing approximately ten percent of the U.S. financial advisor market. Major institutions including LPL Financial, Cetera, and Allianz Life have already integrated the technology into their daily operations to reduce administrative burdens.

At its core, Jump provides an AI-native meeting assistant that automates time-consuming tasks such as meeting preparation, note-taking, and CRM updates. The company's technology has already processed millions of tasks for firms managing an estimated $12 trillion in assets. Advisors using the platform report saving between one and two hours per day, allowing them to focus more on client engagement and organic growth.

The Series B syndicate includes significant strategic participation from Allianz Life Ventures and TIAA Ventures, alongside new investor F-Prime. Existing backers like Battery Ventures and Citi Ventures also joined the round. This mix of pure-play technology investors and industry giants suggests a strong consensus on Jump's role in the future of financial services.

Looking ahead, Jump plans to transition from simple automation toward agentic AI capabilities. These new features will proactively identify client risks and opportunities while executing next best actions across an advisor's existing tech stack. This evolution aims to solve fundamental challenges in the industry such as operational friction and the need for personalized client experiences at scale.

CEO Parker Ence noted that the funding will allow the company to invest aggressively in research and development. By building deep integrations with industry-specific tools like Salesforce Financial Services Cloud and Wealthbox, Jump remains focused on practical, advisor-first innovation. The company was recently ranked first in advisor satisfaction and adoption according to the 2025 T3 Inside Information Software Survey.