Jump has secured $80 million in Series B funding in a round led by Insight Partners, marking a major milestone for one of the fastest-growing AI platforms in financial services. The raise brings Jump’s total funding to $105 million, following a $20 million Series A led by Battery Ventures last year.
The new round attracted a strong mix of institutional investors, including F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners, alongside continued backing from Sorenson Capital, Pelion Venture Partners and Citi Ventures. The breadth of participation underscores growing investor confidence in AI-driven transformation across wealth management.
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Founded by repeat fintech entrepreneurs, Jump has experienced rapid adoption since launch, scaling from zero to 27,000 advisors in under two years. The company is currently onboarding more than 2,000 new advisors each month, with nearly one in ten U.S. financial advisors now using the platform. Its footprint spans independent advisors, enterprise RIAs and major broker-dealers, including LPL Financial, as well as financial institutions such as Allianz Life and Manulife.
Jump’s AI-native technology has already processed the equivalent of 183 continuous years of client meetings, completing millions of tasks for advisory and insurance firms managing an estimated $12 trillion in client assets. Advisors report saving one to two hours per day, with some enterprise firms noting measurable improvements in organic growth alongside operational efficiency gains.
Co-founder and CEO Parker Ence described the funding as fuel for Jump’s next chapter. The company plans to invest heavily in product research and development as it evolves beyond its widely recognized AI meeting assistant into a broader intelligence and orchestration layer for advisory firms. The long-term vision is to build what the company calls an AI-native operating system tailored specifically for modern wealth management.
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Insight Partners’ Managing Director Crissy Behrens highlighted Jump’s rapid enterprise traction and product clarity, noting that the company appears well positioned to define the AI category within financial services. Investors see Jump’s focus on real advisor workflows and measurable outcomes as a key differentiator in a crowded AI market.
Looking ahead, Jump intends to expand into high-impact workflows designed to tackle three persistent industry challenges: operational friction, organic growth and client experience. The company is also accelerating development of more advanced, agentic AI capabilities capable of proactively identifying risks, surfacing opportunities and recommending next-best actions for advisors. These innovations will be supported by enhanced enterprise-grade controls built to meet the complexity of large-scale advisory firms.
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As AI continues reshaping financial services, Jump’s momentum suggests the industry is moving beyond experimentation toward practical, enterprise-ready deployment. With fresh capital and strong institutional backing, the company is positioning itself at the center of that transformation.
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