Mobile Assistant

Waunakee, United States Founded: 2009 • Age: 17 yrs Acquired By Jump
Provides mobile dictation and transcription tools for financial advisory efficiency and compliance.

About Mobile Assistant

Mobile Assistant is a company based in Waunakee (United States) founded in 2009 was acquired by Jump in October 2025. It operates as a B2B and SaaS. Mobile Assistant offers products and services including TalkIt+ Mobile Assistant, Template Manager, and ConnectIt+ Open API. Mobile Assistant operates in a competitive market with competitors including Idea Note, Freemium Apps, Hi-Q MP3 Voice Recorder, Talker ACR and VoNo, among others.

Key Metrics

Products & Services of Mobile Assistant

Mobile Assistant offers a comprehensive portfolio of products and services, including TalkIt+ Mobile Assistant, Template Manager, and ConnectIt+ Open API.

TalkIt+ Mobile Assistant
Dictation Platform

Mobile app for hands-free dictation and accurate financial note transcription.

Template Manager
Process Management

Tool for creating and distributing customizable templates for advisors.

ConnectIt+ Open API
Integration Service

API for seamless data integration and transcription accuracy in enterprises.

Apps and channels of Mobile Assistant

Mobile Assistant publishes 2 mobile apps with over 5K+ downloads.

TalkIt+ by Mobile Assistant
Google Play Productivity Everyone Free
Developer: Mobile Assistant, Inc.
View on Google Play
TalkIt+ by Mobile Assistant
App Store Business 4+
Developer: Mobile Assistant, Inc.
View on App Store

Investors in Mobile Assistant

Mobile Assistant has secured backing from 1 investor. Prominent investors backing the company include Jump.

All
InvestorDescriptionFounded YearDomainLocation
-
–jump.ai-
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Investor details for Mobile Assistant

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People of Mobile Assistant

1 people are tracked at Mobile Assistant (1 in leadership).

NameRoleGroup
Corey Westphal
CEOLeadership
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Complete people profiles for Mobile Assistant

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Timeline of Mobile Assistant

2 dated milestones of Mobile Assistant across 16 years, from founding to its latest funding, stage changes and deals.

  1. Founded Mobile Assistant is founded.
  2. Exit Acquired by Jump.

Competitors of Mobile Assistant

Mobile Assistant 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 Idea Note, Freemium Apps, Hi-Q MP3 Voice Recorder, Talker ACR and VoNo, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
ideanote.cc2018China––
Offers a user-friendly note-taking application for efficient organization and idea management.
freemiumapps.in2021India––
Develops an innovative audio recording platform for users.
hiqrecorder.com2012Singapore––
Develops a voice recorder app for Android users to capture and manage audio easily.
talkeracr.app2021Kowloon, China––
Provides comprehensive app-based solutions for call recording and management in professional settings.
vono.app2019Amsterdam, Netherlands––
Record and send voice, text, photo memos via email with speech recognition support.
kristalic.com2018Seattle, United States$2.12M–
Audio conversations are recorded, transcribed, and summarized automatically.
microsingle.com2021Kowloon, China––
Mobile app for audio recording, voice changing, and editing features.
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Detailed competitors of Mobile Assistant

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

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  • Operating metrics
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Verified entity values are shown only after access is granted.

Web traffic of Mobile Assistant

Websites that share an audience with Mobile Assistant (mobileassistant.us).

Similar websites

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

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
junxure.com
65%
––View details

Latest news on Mobile Assistant

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Complete news archive for Mobile Assistant

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

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Similar companies to Mobile Assistant

10 companies that operate in the same segment as Mobile Assistant (Productivity & Collaboration Tools), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based enterprise collaboration suites are delivered for team productivity.
2002Sydney, New South Wales, AustraliaUSD 210 MUSD 6.57 B13,810
Collaborative platform for design prototyping and feedback is provided.
2012San Francisco, California, United StatesUSD 748.75 M––
Provider of AI and cloud-based writing assistance platform for improving writing and communication
2009San Francisco, California, United StatesUSD 545.37 M––
AI-powered platform manages marketing creatives and customer journeys.
1982San Jose, California, United States–USD 23.77 B30,710
Microsoft is recognized for software, hardware, and gaming solutions.
1975Redmond, Washington, United States–USD 281.72 B228,000
Product experience is managed through cloud-based analytics and feedback tools.
2013Raleigh, North Carolina, United StatesUSD 468.19 M––
Automated usability testing and feedback for mobile experiences is provided.
2007San Francisco, California, United StatesUSD 148.5 MUSD 21.68 M557
Cloud-based software for enterprise collaboration and project management is provided.
2013San Francisco, California, United StatesUSD 417.7 M––
Cloud-based platform for project management and team tracking is offered.
2012Tel Aviv, IsraelUSD 234.7 MUSD 1.23 B2,510
Cloud based suite solutions for enterprise project management
2005Bellevue, Washington, United StatesUSD 120.59 M––
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Frequently Asked Questions about Mobile Assistant

Mobile Assistant was founded in 2009.

Mobile Assistant is headquartered in Waunakee, United States. It is registered at Waunakee, Wisconsin, United States.

Mobile Assistant is a platform that combines AI-driven dictation technology with human transcription experts to deliver precise meeting notes for financial institutions. It enables advisors to record and manage notes via mobile apps and APIs, improving productivity and compliance. Operating in the US, it serves solo advisors, teams, and enterprises by streamlining workflows and enhancing client interactions through accurate, searchable transcripts.

Mobile Assistant's top competitors include Kristalic, Freemium Apps and Idea Note.

Mobile Assistant offers TalkIt+ Mobile Assistant, Template Manager, and ConnectIt+ Open API.

Mobile Assistant has 1 investor. Key investors include Jump.

Yes. Mobile Assistant was acquired by Jump in October 2025.

Yes. Mobile Assistant publishes TalkIt+ by Mobile Assistant and 1 more app, with over 5,000 downloads.

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