Jump Raises $80M for AI Operating System for Financial Advisors

Jump, a Salt Lake City-based fintech specialising in artificial intelligence for financial advisors, has closed a $80 million Series B funding round led by global software investor Insight Partners, propelling its vision of building an AI-native operating system tailored for wealth management professionals. The round also attracted participation from new investors including F-Prime Capital, Allianz Life Ventures, TIAA Ventures and Peterson Partners, alongside existing backers such as Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures — bringing Jump’s total capital raised to $105 million following its 2025 Series A.

Jump’s platform, which has rapidly scaled to serve more than 27,000 financial advisors across independent advisory firms, enterprise RIAs, broker-dealers and institutions, integrates generative AI tools that automate repetitive tasks like meeting preparation, note-taking, CRM updates and client follow-ups. The fresh funding will accelerate development of Jump’s next-generation AI operating system — a comprehensive intelligence and orchestration layer that embeds insights, proactive action recommendations and compliance-aware workflows into advisory operations. Jump executives and investors say the goal is to redefine how advisory firms capture efficiency and grow organically in the age of AI-powered wealthtech.

Key Highlights

• Series B funding: Jump has raised $80 million in a Series B round led by Insight Partners.
• Expanded investor base: New participation from F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners.
• Total funding: Jump’s total capital raised now stands at $105 million following earlier rounds.
• AI operating system vision: Funds will help build a broader AI orchestration and intelligence layer for advisory firms.
• Rapid adoption: Jump’s platform supports over 27,000 advisors and is adding thousands of new users each month.
• Task automation: The platform includes 20 + AI-powered workflows that streamline advisor tasks and embed compliance.

What Jump’s AI Operating System Aims to Do

Jump is evolving from a generative AI assistant — known for automating meeting prep, notes, recaps and CRM administrative work — into a more comprehensive AI operating system that goes beyond task automation to an intelligence layer driving proactive insights and orchestration across advisory workflows. This system is designed to:

• Organise advisor data and surface context-aware insights
• Automate repetitive workloads to free up time for client service
• Highlight growth opportunities and risks based on patterns in workflows
• Embed compliance guardrails and audit trails into AI-driven actions
• Seamlessly integrate with existing advisory tech stacks such as CRM, portfolio and planning systems

Leapfrogging simple automation, this approach aims to give advisory firms a centralised, AI-native layer that both enhances efficiency and fosters deeper client engagement.

Why This Matters for Wealth Management

1. Addressing Advisor Workload and Efficiency

Financial advisors often spend substantial time on administrative tasks that add limited value to client relationships. By automating these routines, Jump enables advisors to focus on higher-value client strategy and planning, potentially improving client satisfaction and retention.

2. Strengthening Growth and Competitive Positioning

With AI increasingly penetrating wealthtech, firms that adopt intelligent operating systems could gain a competitive edge by standardising best practices, accelerating onboarding of new advisors and scaling operational capabilities without proportional increases in headcount.

3. Supporting Compliance and Enterprise Needs

Jump’s AI engine embeds regulatory compliance into automated workflows — crucial for complex advisory environments where auditability of data and adherence to fiduciary standards matter. Investors highlighted this as a key differentiator for large RIAs and institutional firms.

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