Jump and Focus Financial Partners have announced a strategic partnership to enhance advisor productivity by deploying AI-powered tools that automate meeting workflows, convert conversations into structured data, and reduce administrative burdens for Focus-affiliated wealth management firms.
Jump, a leading provider of artificial intelligence solutions for financial advisors, has entered into a strategic partnership with Focus Financial Partners, an interdependent network of wealth management and related financial services firms managing more than $500 billion in assets collectively. The collaboration focuses on delivering AI-powered productivity enhancements to Focus’s advisory teams, enabling them to streamline operations and prioritize client relationships.
By integrating Jump’s AI capabilities directly with CRM systems and other wealth technology tools, the partnership significantly reduces meeting preparation time, improves data accuracy, and automates repetitive administrative tasks. This allows advisors to shift focus from manual processes to delivering meaningful, personalized advice.
Through this partnership, Focus’s advisory teams can:
“Partnering with Focus is a powerful validation of our shared vision for the future of advisor intelligence,” said Parker Ence, chief executive officer and co-founder of Jump. “Together, we’re transforming meeting dialogue into structured, system-ready data that we are confident will expand advisor capacity, strengthen client relationships and drive smarter, more informed decisions across firms.”
“At Focus, our mission centers around clients and equipping our advisory teams with the capabilities and resources to deliver exceptional service to them,” said Mark Israel, chief technology officer at Focus. “We believe our partnership with Jump will help our advisory teams spend more time providing quality advice to their clients, strengthen client relationships and allow our team to scale while providing a customized, holistic wealth offering to clients. At the end of the day, it’s about delivering an elevated and more personalized experience for clients and the tools that help us get there.”
The announcement builds on Jump’s strong momentum over the past year, including surpassing 21,000 advisors on its platform and securing high-profile partnerships with major industry players such as Osaic, LPL Financial, Cetera, eMoney, and RightCapital. Jump continues to lead the category in advisor-AI adoption and satisfaction, offering more than 20 AI-powered features designed for compliance, customization, and scalability.
This collaboration highlights Focus’s ongoing investment in innovative technology to elevate efficiency, client service quality, and advisor experience across its network of firms.
About Jump
Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2022, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance. With 21,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption), Jump is the category leader in advisor-AI. Deeply integrated, fully customizable and designed for scaling smarter, Jump empowers firms to elevate the advisor-client experience in the age of AI. Learn more at jump.ai.
About Focus Financial Partners
Focus is an interdependent partnership of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus partnership includes firms operated under the Focus Partners brand that reflect the company’s key business units. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them better serve their clients and advisors.
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