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Jump has expanded its AI platform with the formal launch of an AI Operating System for Advisors, organizing its capabilities into three integrated products—Meet, Grow, and Operate—built on a unified foundation of data ingestion, integrations, and agentic AI orchestration. This structure helps modern advisory firms transform client interactions, documents, and emails into actionable intelligence, compliance-ready outputs, and automated workflows across the entire client lifecycle.
Over the past two years, more than 27,000 advisors have adopted Jump to reduce manual work. Advisor feedback has driven the evolution from a single meeting assistant to a comprehensive, modular AI operating system that connects conversations, workflows, and growth strategies.
“Over the past two years, more than 27,000 advisors have adopted Jump to eliminate hours of manual work every day,” said Tim Chaves, co-founder, president and chief operating officer of Jump. “Throughout that growth, we’ve listened closely to our advisor community, and their feedback has directly shaped how our platform has evolved. We know that efficiency is just the starting point. Advisors want a cohesive AI operating system that connects conversations, back-office workflows and growth strategy into one seamless experience. This new structure delivers exactly that—modular, scalable and built for how modern advisory firms actually run.”
The products cater to firms at different stages, whether prioritizing advisor productivity, client experience enhancement, organic growth, or operational modernization as part of broader AI initiatives.
Meet remains Jump’s flagship offering, delivering a complete AI-powered meeting cycle. Advisors configure workflows, integrate with their tech stack, and generate customizable outputs while adhering to strict compliance and AI safety standards. This reduces pre- and post-meeting tasks significantly, freeing time for client relationships and allowing firms to elevate service quality without added resources.
Grow focuses on accelerating firm growth by analyzing advisor performance to uncover what distinguishes top performers. It then disseminates these best practices across the network through actionable tools including Referrals, Signals, Playbooks, engagement analytics, and performance scorecards. This enables consistent replication of successful behaviors, helping firms capture more opportunities and increase assets under management organically.
Operate embeds intelligence into daily workflows to maintain service consistency during scaling. It automates intake processes, email handling, and document management with secure syncing to systems of record. Activity is converted in real time into structured, compliant data, reducing manual entry and ensuring accuracy across operations.
All three products run on Jump’s shared AI Operating System, which aggregates data from meetings, emails, and external records to create a firm-wide intelligence layer. With over 30 integrations, unified client profiles, task automation, and agentic orchestration, advisors can query client information, automate processes across departments, and build seamless workflows.
This infrastructure appeals to both independent RIAs and large institutions. Enterprise deployments include centralized compliance oversight, permission controls, and customization to align with firm governance. The flexible architecture supports integration into proprietary stacks or development of custom agents.
As AI adoption grows in wealth management, Jump’s model—supported by its $80 million Series B—positions the company as a scalable infrastructure partner for firms advancing from initial AI use cases to full transformation.
The updated products and pricing are live now for advisors and enterprises.
About Jump
Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2023, 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.
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