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.

  • Headquarter Waunakee, United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Enterprise Software & Productivity Solutions
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Jump

    (Oct 21, 2025)

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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. 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

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

Tool for creating and distributing customizable templates for advisors.

API for seamless data integration and transcription accuracy in enterprises.

People of Mobile Assistant
Headcount 10-50
Employee Profiles 1
Employee Profiles
People
Corey Westphal
CEO

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Teams

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Funding Insights of Mobile Assistant

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 Mobile Assistant

Mobile Assistant has secured backing from 1 investor. Prominent investors backing the company include Jump. 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
Investor Description Founded Year Domain Location
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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 Mobile Assistant

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 - Mobile Assistant

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

Mobile Assistant Comparisons

Employees
+
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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. 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
Offers a user-friendly note-taking application for efficient organization and idea management.
domain founded_year HQ Location
Develops an innovative audio recording platform for users.
domain founded_year HQ Location
Develops a voice recorder app for Android users to capture and manage audio easily.
domain founded_year HQ Location
Provides comprehensive app-based solutions for call recording and management in professional settings.
domain founded_year HQ Location
Record and send voice, text, photo memos via email with speech recognition support.
domain founded_year HQ Location
Audio conversations are recorded, transcribed, and summarized automatically.
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 Mobile Assistant

Frequently Asked Questions about Mobile Assistant

When was Mobile Assistant founded?

Mobile Assistant was founded in 2009.

Where is Mobile Assistant located?

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

What does Mobile Assistant do?

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.

Who are the top competitors of Mobile Assistant?

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

What products or services does Mobile Assistant offer?

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

Who are Mobile Assistant's investors?

Mobile Assistant has 1 investor. Key investors include Jump.

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