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Jump, the leading AI assistant and intelligence engine for financial advisors and financial services professionals, today announced the close of an $80 million Series B funding round led by Insight Partners. The round featured participation from new investors including F-Prime, Allianz Life Ventures, TIAA Ventures, and Peterson Partners, alongside existing backers Battery Ventures, Sorenson Capital, Pelion Venture Partners, Citi Ventures, and notable angel investors. This brings Jump’s total funding to $105 million following its $20 million Series A in the prior year.
Since its 2023 launch by repeat fintech entrepreneurs, Jump has achieved unprecedented scale in wealthtech, becoming one of the fastest-growing applications in the sector. The platform now supports a diverse ecosystem including independent advisors, enterprise RIAs such as Focus Financial Partners, Integrated Partners, and Merit Financial Advisors, independent broker-dealers, and major financial institutions. Its AI-native technology automates meeting preparation, note-taking, recaps, follow-ups, and CRM updates while delivering actionable growth insights—all with embedded compliance and configurability for enterprise deployment.
The new capital will fuel aggressive product research and development to evolve Jump into a full AI operating system for advisory firms. Building on its category-defining meeting assistant, Jump plans to introduce agentic, insight-driven features that proactively identify opportunities, risks, and next-best actions. These enhancements target three core challenges: reducing operational friction, accelerating organic growth, and elevating client experiences. The company emphasizes intuitive workflows, deep integrations, ease of adoption, and robust compliance controls to support complex firm structures and large-scale use.
“An enterprise RIA recently shared that Jump ranked number one among more than 40 AI pilots they ran last year in terms of delivering real advisor impact and measurable ROI for the firm,” said Parker Ence, co-founder and chief executive officer of Jump. “They saw not only Jump’s usual one to two hours saved per advisor per day, but also a meaningful increase in their overall organic growth rate. This new funding will allow us to invest aggressively in product research and development as we accelerate our vision for an AI-native operating system. We are grateful for the trust our customers, partners and investors have placed in us, and we are excited about the days, months and years ahead.”
“We believe Jump is defining the category for AI in financial services,” said Crissy Behrens, managing director at Insight Partners. “The team has demonstrated exceptional product velocity, strong enterprise traction and a clear product vision for where AI is headed in wealth management and beyond. We believe Jump’s clarity of purpose, as well as its focus on real advisor needs, well position the company to shape what comes next for the industry.”
“The power of AI presents an opportunity for financial professionals to enhance their operations to better serve their clients,” said Eric Thomes, chief distribution officer at Allianz Life. “Jump is focused on the type of practical, advisor-first innovation that can help financial professionals today and in the years ahead.”
This funding positions Jump to lead the transformation of financial advisory practices through AI. By prioritizing advisor-first innovation, compliance, and measurable ROI, the company aims to empower professionals to focus on high-value client relationships while scaling efficiently in an increasingly competitive industry.
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. With 27,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption according to the 2025 T3/Inside Information Software Survey and 2025 Kitces Report On Financial Advisor Technology Use), Jump is the category leader in advisor-AI. Deeply integrated, fully customizable and built with compliance at its core, Jump empowers firms to elevate the advisor-client experience in the age of AI, without compromising regulatory rigor.
About Insight Partners
Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of June 30, 2025, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 875 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has a global presence with leadership in London, Tel Aviv, and the Bay Area. Insight’s mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO.
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