XYPN Partners with Jump to Help Advisors Harness the Next Generation of Compliant AI-Powered Growth

6 days ago

1 min read

XYPN, a business support platform for fee-only financial planners, announced a partnership with Jump, an AI platform that automates the client meeting lifecycle from meeting preparation and note-taking to follow-up communications, CRM updates, business intelligence, and account opening.
Through the partnership, which launched September 29, XYPN members receive discounted access to Jump's Meet, Onboard, and Grow capabilities.
AI efficiency tools ranked as XYPN's most-requested partnership category in 2025 and 2026, and Jump was the most requested tool in that category within the Network.
Founded in 2023, Jump has grown to more than 45,000 users in three years and earned an 8.7 satisfaction rating from Kitces in 2025 and an 8.55 score in the 2026 T3 Software Survey.
Jump began expanding beyond meeting transcription earlier this year with its Onboard and Grow products and recently announced real-time, in-meeting account opening with Schwab Advisor Services and Fidelity.
Jump co-founder and CEO Parker Ence said some of the company's first 100 users were XYPN advisors who helped shape and spread the product in its earliest days.
Jump was a finalist in the 2024 XYPN AdviceTech Competition and has since seen significant adoption throughout the XYPN community.

Knote: Second big win announcement in a week. The Jump team is on a roll.