Jump Raises $80 Million Series B to Expand AI Operating System for Financial Advisors

Jump, a provider of artificial intelligence solutions for financial services, has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors such as Allianz Life Ventures and TIAA Ventures, alongside existing backers like Battery Ventures and Citi Ventures. This latest financing brings Jump’s total capital raised to $105 million, supporting its rapid growth from zero to 27,000 advisors in less than two years.

The company currently provides an AI-native technology that automates meeting preparation, note-taking, and CRM updates for wealth management professionals. Nearly one in ten U.S. financial advisors now uses the platform, including teams at major firms like LPL Financial and Cetera. By streamlining high-impact workflows, Jump aims to reduce operational friction and help firms manage an estimated $12 trillion in assets more efficiently.

New capital will be used to accelerate product research and development as Jump builds toward an AI-native operating system. The firm plans to expand its capabilities beyond simple automation into agentic AI that can proactively identify client risks and growth opportunities. This vision focuses on enhancing the advisor-client experience while maintaining rigorous enterprise-grade compliance and data controls.

Mnote: This capital is not to a means to continue on the current growth trajectory. The notetakers cannot exist as only notetakers. This new capital is to march into new verticals up and down the value chain.

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