Jump

Salt Lake City, United States Founded: 2023 • Age: 3 yrs
Client management and notetaking platform is provided for financial advisors.
Annual revenue - Latest available
Total funding $29.2M 2 rounds
Employees - Tracked headcount
Investors 4 Known backers
Products 3 Services tracked
Competitors 8 Brand Intelligence

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
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  • Phone
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  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • 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
    Not available
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Products & Services of Jump

Jump offers a comprehensive portfolio of products and services, including Jump AI Assistant, Meeting Admin Automation, and Sentiment Analysis.

Product name locked
Category locked
Primary

AI assistant automates meeting prep for financial advisors.

Product name locked
Category locked
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Meeting admin tasks are automated for efficiency gains.

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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

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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.

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.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments in technology companies are conducted globally by Battery Ventures.
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Corporate venture capital firm backed by Citi
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Focus by Sorenson Capital is on software, healthcare, aerospace, energy.
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Investor details for Jump

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Jump

Investments
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Investment portfolio details for Jump

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  • Portfolio identities
  • Transaction dates
  • Round details
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Financial Statements - Jump

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Detailed financials for Jump

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  • Profit trends
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  • Financial ratios

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Jump Comparisons

Jump Primary company
Description
Client management and notetaking platform is provided for fi...
Location
Salt Lake City, United States
Founded Year
2023
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Jump

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
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  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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AI platform is used for managing advisor-client communications in finance.
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Provider of an AI-powered advisory platform for accounting firms
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Automates repetitive accounting tasks to save time and enhance client interactions.
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Delivers software-based solutions for enterprise and messaging needs.
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Manages a digital hub offering advanced communication solutions for businesses.
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Detailed competitors of Jump

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  • Domains and locations
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Latest news on Jump

Popular AI Startup for Advisors, Jump, Raises $20M
Wealthmanagement1 year ago
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Complete news archive for Jump

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  • Source and publication date
  • Older coverage
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Frequently Asked Questions about Jump

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

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

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

Jump is a funded company, having raised a total of $29.17M across 2 funding rounds to date.

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.

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

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

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

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