Tech Blog

Jump

Last verified 2026-05-13. JSON

The funding figures on this page are attributed, not sourced: a publisher is on record but no document URL is. How we mark provenance.

Total raised$105.0Mattributed
Latest roundseries-b, $80.0M, 2026-02-19attributed
Founded2023
HeadquartersUS
Industrywealthtech
Stageseries-b+
Websitejump.ai

Jump is an AI operating system for financial advisory firms that turns client meetings, documents, and emails into structured CRM data and follow-ups. It targets RIAs, broker-dealers, insurance, tax, and bank wealth teams including LPL, Osaic, and Cetera. SOC 2 controls plus configurable supervision fit compliance-regulated firms.

Funding rounds

DateRoundAmountLead
2026-02-19series-b$80.0Minsight-partners

Detected tech stack

Fly.io, Google Tag Manager, HeroUI, React, Remix, posthog-js, @sentry/browser

Provenance

FactStatusBasis
Series B, $80.0Mattributedvc-portfolio named as publisher. No document URL on file.
Total raised $105.0Mattributedvc-portfolio named as publisher. No document URL on file.
Company existenceself-reportedjump.ai, read 2026-05-13
Descriptionself-reportedjump.ai, read 2026-05-13

Nothing on this page is sourced yet. A sourced fact links to a document that states it.

Change history

No change recorded since records began on 2026-09-24.