Jump

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

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
  • Website category Finance · Investing
  • Email
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  • Phone
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  • Website jumpapp.com
  • Social LinkedIn YouTube
Key Metrics
  • Total Equity Funding
    $29.17M (USD)

    in 2 rounds

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

    Jan 2025

  • Investors

Products & Services of Jump

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

Jump AI Assistant
AI Software

AI assistant automates meeting prep for financial advisors.

Meeting Admin Automation
AI Tools

Meeting admin tasks are automated for efficiency gains.

Sentiment Analysis
AI Analytics

Client sentiments are analyzed to uncover hidden opportunities.

Apps and channels of Jump

its YouTube channel Jump has 363 subscribers and 30 videos.

Jump
YouTube 363 subscribers 30 videos Science & Technology
Open channel

Videos from Jump

The most watched videos on Jump's YouTube channel, Jump (363 subscribers). Click a video to play it here.

Redtail Integration Basics
844 views
eMoney Integration
631 views
Jump Onboarding Webinar - July 2025
473 views
Filling Out A Customization Form
314 views

More on Jump.

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 $29.17M
  • Total Rounds 2
  • Last Round Series A β€” $24.57M
  • First Round $4.6M

    (Jun 2024)

  • Investors Count 4

All 2 funding rounds of Jump with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jan 2025$24.57MSeries A–Battery Ventures
Jun 2024$4.6MSeed–Sorenson Capital
Valuation history

4 investors in total: 4 institutional.

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
InvestorDescriptionFounded YearDomainLocation
Investments in technology companies are conducted globally by Battery Ventures.
–battery.com-
Corporate venture capital firm backed by Citi
–citi.com/venturesSan Francisco, United States
Focus by Sorenson Capital is on software, healthcare, aerospace, energy.
–sorensoncapital.comLehi, United States
US focused early-stage VC firm
–pelionvp.comSalt Lake City, United States
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Investor details for Jump

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
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  • Co-investor network

Verified entity values are shown only after access is granted.

People of Jump

15 people are tracked at Jump (6 in leadership, 9 in team).

NameRoleGroup
Adam Kirk
Co-Founder & CTOLeadership
Tim Chaves
Co-Founder & COOLeadership
Parker Ence
Co-Founder & CEOLeadership
Christine Lafrance O’Byrne
Director Of Customer SuccessLeadership
Liam Hanlon
DirectorLeadership
Peter Boshard Olson
Head Of Customer ExperienceLeadership
Sara Ghent
Customer Success ManagerTeam
Ian Hennessey
SalesTeam
Tyler Young
Principal Software EngineerTeam
Preston Hunter
Senior Product ManagerTeam
Brian Petersen
Principal Software EngineerTeam
Amber Clary
Customer Success ManagerTeam
Samantha David
Senior Customer Success ManagerTeam
Bryan Anderson
Software Engineering ManagerTeam
Mateusz Piórowski
Principal Software EngineerTeam
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Complete people profiles for Jump

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Jump

3 dated milestones of Jump across 2 years, from founding to its latest funding, stage changes and deals.

  1. Founded Jump is founded.
  2. Funding First funding round of $4.6M.
  3. Funding Latest funding round, Series A, of $24.6M.

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 NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
zocks.io2022San Francisco, United States$19.3M–
AI platform is used for managing advisor-client communications in finance.
brieff.io2022Sydney, Australia––
Provider of an AI-powered advisory platform for accounting firms
accounton.io2019Antwerp, Belgium–6
Automates repetitive accounting tasks to save time and enhance client interactions.
smasoft.co2005Sana, Yemen––
Delivers software-based solutions for enterprise and messaging needs.
expertli.com2021Sydney, Australia––
Manages a digital hub offering advanced communication solutions for businesses.
accsend.com2018Peterborough, United Kingdom––
Provides website design, content, SEO, and managed services for UK accounting firms.
sma.co.uk2008London, United Kingdom––
UK domain name sales and transfers are facilitated securely.
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Detailed competitors of Jump

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  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Jump

The website of Jump (jumpapp.com) receives about 252.4K visits a month and ranks #147,171 among all websites worldwide, #9,156 in Investing.

  • Monthly visits
    252.4K

    ▲ 1.2% vs previous month

  • Unique visitors
    14.9K

    per month

  • Global rank
    #147,171

    among all websites

  • Category rank
    #9,156

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Jump. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
ycharts.com
100%
897.5K#49,773View details
rightcapital.com
99%
664K#38,839View details
morningstar.com
95%
12.9M#4,951View details
altruist.com
93%
435.7K#85,397View details
fidelity.com
92%
129.5M#275View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Jump

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Latest news on Jump

Popular AI Startup for Advisors, Jump, Raises $20M
Wealthmanagement β€’ 1 year ago
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Complete news archive for Jump

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Similar companies to Jump

10 companies that operate in the same segment as Jump (Finance & Accounting Applications), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based accounts payable and receivable software for businesses
2006Palo Alto, California, United StatesUSD 325.6 MUSD 1.65 B2,360
Corporate travel and expense management are facilitated through SaaS platform.
2015Palo Alto, California, United StatesUSD 1.58 BUSD 3.52 M847
Financial and accounting software is developed for businesses and individuals.
1983Mountain View, California, United StatesUSD 49.62 MUSD 21.45 B18,200
Spend management and accounts payable solutions are delivered to businesses.
2019New York, New York, United StatesUSD 3.21 B––
Business spends, payments, and rewards are streamlined by automated workflows.
2011Hyderabad, Telangana, IndiaUSD 13.75 MUSD 149.43 M431
SaaS-driven credit card and spend management solutions platform for businesses
2017Draper, Utah, United StatesUSD 1.16 B–1
Subscription-based online banking is offered to SMEs and freelancers.
2017Paris, FranceUSD 717.15 M––
Cloud-based ERP software is provided for business management across segments.
1996Oslo, Oslo, NorwayUSD 198.09 M––
Payflow is recognized as a financial wellness application for employees.
2020Alcobendas, Comunidad De Madrid, SpainUSD 58.23 M––
Cloud-based HR and payroll solutions are offered for small businesses.
2012San Francisco, California, United StatesUSD 718.35 M––
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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. The company's 1st funding round was a Seed of $4.6M, raised on Jun 2024.

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.

The website of Jump receives about 252 thousand visits a month and ranks #147,171 among all websites worldwide.

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