Diversify, an advisor-led wealth management platform, has partnered with Jump, a leader in AI solutions for financial advisors, to enhance productivity through intelligent automation. This collaboration, announced on July 15, 2025, equips Diversify advisors with Jump’s advanced tools to streamline client meetings, documentation, and follow-up tasks, allowing them to focus on client relationships.
Diversify collaborates with Jump to provide AI-powered tools.
Jump automates meeting prep, notes, and compliance tasks.
Advisors reduce admin time by up to 90% with Jump.
Partnership reflects Utah’s growing tech innovation hub.
Enhances client focus by minimizing administrative burdens.
Piloted for a year with strong advisor adoption.
Jump’s suite of AI tools automates critical tasks such as meeting preparation, note-taking, and compliance documentation. “This collaboration makes it easier than ever for advisors to harness the power of AI in their daily workflows,” said Parker Ence, Chief Executive Officer and Co-Founder of Jump. By capturing and organizing client information in real-time, Jump enables advisors to process meetings in minutes, significantly reducing administrative overhead.
The partnership has shown tangible results, with advisors reporting substantial time savings. “Jump has been great for my productivity,” said Ruben Villorio, a wealth advisor at Diversify. “It takes care of the tediousness of note-taking and allows me to focus on the more meaningful parts of my job, like building trust and ensuring my clients’ needs are met.” Jump’s automation can cut meeting admin time by up to 90%, according to Diversify.
The partnership highlights Utah’s emergence as a hub for business and technology innovation. “We’re also proud to partner with another Utah-based company making a national impact—proof that Utah continues to lead in business and technology,” said Stuart Matheson, Chief Strategy Officer at Diversify. The year-long pilot of Jump’s tools demonstrated significant advisor enthusiasm and adoption, solidifying the collaboration’s value.
By integrating Jump’s AI capabilities, Diversify reinforces its commitment to empowering advisors to prioritize client service. The platform’s tools streamline workflows, ensuring advisors can dedicate more time to building relationships and delivering personalized financial advice. This partnership positions Diversify as a leader in adopting innovative technologies to enhance advisor efficiency and client outcomes.
Diversify’s collaboration with Jump marks a significant step in leveraging AI to transform wealth management, enabling advisors to work smarter and deliver exceptional value to clients in a competitive financial landscape.
Diversify is a national, advisor-founded wealth management firm that delivers a comprehensive suite of services including operations, compliance, technology, marketing, and investment management to advisors across the country. With a fiercely independent spirit and an anti-private-equity approach, Diversify empowers advisors to grow their firms on their own terms.
Jump is the industry's leading advisor AI assistant, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes – not 60. Jump is made for advisors, 100% customizable, deeply integrated with the tech stack, and designed with safety and compliance in mind.
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