Jump

Salt Lake City, United States Founded: 2023 • Age: 3 yrs
Client management and notetaking platform is provided for financial advisors.
Request Access

About Jump

Jump is a company based in Salt Lake City (United States) founded in 2023 by Adam Kirk, Tim Chaves, and Parker Ence. It operates as a SaaS (Software-as-a-Service), and Subscription Services. Jump has raised $29.17 million across 2 funding rounds from investors including Battery Ventures, Citi Ventures and Sorenson Capital. Jump offers products and services including Jump AI Assistant, Meeting Admin Automation, and Sentiment Analysis. Jump operates in a competitive market with competitors including Zocks, Brieff, Accounton, Sama Soft and Expertli, among others.

  • Headquarter Salt Lake City, United States
  • Founders Adam Kirk, Tim Chaves, Parker Ence
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $29.17 M (USD)

    in 2 rounds

  • Latest Funding Round
    $24.57 M (USD), Series A

    Jan 24, 2025

  • Investors
  • Employee Count
    Employee Count
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Jump

Jump offers a comprehensive portfolio of products and services, including Jump AI Assistant, Meeting Admin Automation, and Sentiment Analysis. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

AI assistant automates meeting prep for financial advisors.

Meeting admin tasks are automated for efficiency gains.

Client sentiments are analyzed to uncover hidden opportunities.

People of Jump
Headcount 1-10
Employee Profiles 15
Employee Profiles
People
Christine Lafrance O’Byrne
Director Of Customer Success
People
Ian Hennessey
Sales
People
Tyler Young
Principal Software Engineer
People
Preston Hunter
Senior Product Manager

Unlock access to complete

Funding Insights of Jump

Jump has successfully raised a total of $29.17M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $24.57 million completed in January 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 2
  • Last Round Series A — $24.6M
  • First Round

    (10 Jun 2024)

  • Investors Count 4
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2025 Amount Series A - Jump Valuation Battery Ventures
Jun, 2024 Amount Seed - Jump Valuation Sorenson Capital
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Jump

Jump has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Battery Ventures, Citi Ventures and Sorenson Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments in technology companies are conducted globally by Battery Ventures.
Founded Year Domain Location
Corporate venture capital firm backed by Citi
Founded Year Domain Location
Focus by Sorenson Capital is on software, healthcare, aerospace, energy.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Jump

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Jump

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jump Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Jump

Jump operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Zocks, Brieff, Accounton, Sama Soft and Expertli, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI platform is used for managing advisor-client communications in finance.
domain founded_year HQ Location
Provider of an AI-powered advisory platform for accounting firms
domain founded_year HQ Location
Automates repetitive accounting tasks to save time and enhance client interactions.
domain founded_year HQ Location
Delivers software-based solutions for enterprise and messaging needs.
domain founded_year HQ Location
Manages a digital hub offering advanced communication solutions for businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Jump

Popular AI Startup for Advisors, Jump, Raises $20M
Wealthmanagement11 months ago

Frequently Asked Questions about Jump

When was Jump founded?

Jump was founded in 2023 and raised its 1st funding round 1 year after it was founded.

Where is Jump located?

Jump is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.

Who is the current CEO of Jump?

Parker Ence is the current CEO of Jump. They have also founded this company.

Is Jump a funded company?

Jump is a funded company, having raised a total of $29.17M across 2 funding rounds to date. The company's 1st funding round was a Seed of $4.6M, raised on Jun 10, 2024.

What does Jump do?

Jump is developed as an AI assistant tailored for financial advisors, ranging from independent practitioners to enterprise firms. Automation of meeting preparation, notetaking, and follow-ups is provided to save significant administrative time. Insights and sentiment analysis are offered to uncover client needs and growth opportunities. The solution is designed to integrate with CRM systems and comply with industry security and compliance standards. Services are extended across the wealth management sector, focusing on enhancing productivity and client management.

Who are the top competitors of Jump?

Jump's top competitors include Zocks, Brieff and Social Media Age.

What products or services does Jump offer?

Jump offers Jump AI Assistant, Meeting Admin Automation, and Sentiment Analysis.

Who are Jump's investors?

Jump has 4 investors. Key investors include Battery Ventures, Citi Ventures, Sorenson Capital, and Pelion Venture Partners.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available