Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors, has announced its acquisition of Mobile Assistant, a trusted leader in advisor transcription services. This strategic move strengthens Jump’s commitment to empowering advisors and their clients in the age of AI. The acquisition offers Mobile Assistant customers a direct path to significantly reduce administrative burdens and deepen client relationships by transitioning to the Jump platform, which now serves nearly 20,000 advisors.
Jump, the AI platform for financial advisors, has acquired Mobile Assistant, a leader in transcription services.
The acquisition reinforces Jump’s mission to advance advisor intelligence and automate workflows across the financial services sector.
The combined entity will offer a seamless path for Mobile Assistant customers to adopt full-cycle AI solutions for meeting prep, CRM updates, and follow-ups.
Both companies share a 100% advisor-centric approach, focused on enhancing—not replacing—the human connection.
The move is timely, as the industry faces the $84 trillion great wealth transfer and mounting pressure for firms to differentiate their client experience.
Jump has seen rapid momentum, including a $20 million Series A funding and key partnerships with industry leaders like LPL Financial and eMoney.
Both Jump and Mobile Assistant have built their reputations on an advisor-centric approach, developing technology designed specifically to enhance the human connection central to financial advice. Mobile Assistant pioneered reliable, trusted meeting transcription, while Jump leads the next frontier by offering full-cycle AI that automates entire advisor workflows, from meeting preparation and notes to compliance checks, CRM updates, and client recaps.
Parker Ence, co-founder and CEO of Jump, assured customers of a smooth transition:
“Mobile Assistant has a stellar reputation for accuracy and a deep commitment to helping advisors. We’re thrilled to carry its legacy into the AI era. Customers can expect a smooth transition with full support from the Jump team.”
Mobile Assistant customers will receive dedicated onboarding support to ensure a seamless migration onto the enhanced Jump platform. Corey Westphal, founder and CEO of Mobile Assistant, expressed confidence in the merger:
“Mobile Assistant has always been driven by our core values of quality, innovation and partnerships. Joining forces with Jump ensures our customers get the trusted reliability we’re known for, plus powerful new AI solutions that will positively impact their practices.”
The acquisition comes at a critical time for the wealth management industry. The sector is navigating several major challenges and opportunities, including the accelerating trend of RIA independence, the $84 trillion great wealth transfer, and the increasing need for firms to differentiate themselves through superior client experience.
Advisors who proactively adopt AI are significantly better positioned to retain multi-generational clients, grow their assets under management, and gain new business from competitors reliant on outdated technology. Jump has been recognized for leading this transformation, earning the AI category leader designation from both Kitces Research and Oasis Group, and receiving high marks in the 2025 T3/Inside Information Software Survey. This acquisition further solidifies Jump's position as the trusted partner for firms embracing AI transformation.
This move follows a year of rapid growth for Jump, marked by a $20 million Series A funding round and rapid adoption, resulting in nearly 20,000 users. Jump’s platform is trusted by major enterprise customers like Merit Financial Advisors and Sanctuary Wealth and has expanded its presence through key integrations with industry leaders, including Osaic, LPL Financial, Cetera, eMoney, and RightCapital.
Jump is the AI platform redefining how financial advisors and other financial services professionals work. Jump automates meeting prep, notes, compliance, CRM updates, client recaps, and follow-up tasks – turning hours of admin into minutes. Beyond automation, Jump delivers real intelligence and insights that help advisors deepen client relationships and make better decisions. Deeply integrated, fully customizable, and designed with compliance and AI safety at the core, Jump empowers firms to scale smarter and elevate the advisor-client experience in the age of AI. Learn more at jump.ai.
Founded in 2009, Mobile Assistant is a trusted provider of dictation-based transcription services for financial advisors. Known for accuracy, security, and ease of use, Mobile Assistant has supported thousands of advisors in documenting client conversations, building compliance-ready records, and streamlining back-office workflows.
TechIntelPro empowers B2B technology decision-makers with the latest industry trends, deep insights, leadership perspectives and actionable intelligence to drive both organizational and professional milestones—and thrive on the tech pulse.