Jump has secured $80 million in Series B funding, marking a major step forward in its effort to build a full artificial intelligence operating system for financial advisors. The round was led by Insight Partners, with participation from new investors F-Prime, Allianz Life Ventures, TIAA Ventures, and Peterson Partners. Existing investors including Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures also joined, alongside angel investors Hans Tung, Ryan Anderson, and Aaron Skonnard.

This latest investment brings Jump’s total funding to $105 million. The company previously raised $20 million in Series A financing last year, led by Battery Ventures. The new capital reflects growing investor confidence in Jump’s rapid adoption and its expanding role within wealth management technology.

A Fast-Growing Force in Wealth Management Software

Jump has seen exceptional adoption since launching in 2023. The platform now serves more than 27,000 financial advisors and continues adding over 2,000 new users each month. Nearly one in ten financial advisors in the United States already relies on the platform, underscoring its rapid penetration into the industry.

Its technology supports a wide range of firms, from independent advisors and Registered Investment Advisors such as Focus Financial Partners, Integrated Partners, and Merit Financial Advisors, to broker-dealers like LPL Financial, Osaic, and Cetera. Major financial institutions including Allianz Life and Manulife also use the system. To date, Jump’s AI has processed the equivalent of 183 continuous years of client meetings, supporting firms that collectively manage an estimated $12 trillion in assets.

“An enterprise RIA recently shared that Jump ranked number one among more than 40 AI pilots they ran last year in terms of delivering real advisor impact and measurable ROI for the firm. They saw not only Jump’s usual one to two hours saved per advisor per day, but also a meaningful increase in their overall organic growth rate. This new funding will allow us to invest aggressively in product research and development as we accelerate our vision for an AI-native operating system. We are grateful for the trust our customers, partners and investors have placed in us, and we are excited about the days, months and years ahead.”

Parker Ence, co-founder and chief executive officer of Jump.

Expanding Beyond Automation Toward Intelligent Advisor Workflows

Jump plans to use the new funding to accelerate product development and expand its AI capabilities. The company initially gained traction with its meeting assistant, which automates preparation, note taking, follow ups, and CRM updates. Now, it is moving toward a broader intelligence layer designed to support decision making across advisory workflows.

Over the coming year, Jump will focus on solving core operational challenges for advisory firms. These include improving efficiency, identifying growth opportunities, and strengthening client engagement. The company is also developing agent-based AI tools that can proactively identify risks, suggest actions, and deliver insights in real time.

“We believe Jump is defining the category for AI in financial services. The team has demonstrated exceptional product velocity, strong enterprise traction and a clear product vision for where AI is headed in wealth management and beyond. We believe Jump’s clarity of purpose, as well as its focus on real advisor needs, well position the company to shape what comes next for the industry.”

Crissy Behrens, managing director at Insight Partners.

Enterprise functionality and compliance remain central to Jump’s design. The platform integrates directly into firm workflows while maintaining strict regulatory controls, making it suitable for large financial organizations.

“The power of AI presents an opportunity for financial professionals to enhance their operations to better serve their client. Jump is focused on the type of practical, advisor-first innovation that can help financial professionals today and in the years ahead.”

Eric Thomes, chief distribution officer at Allianz Life.

Building an AI Operating System for Financial Advisors

Jump was founded in 2023 by experienced fintech entrepreneurs with the goal of reducing administrative work and helping advisors focus on client relationships. The platform offers more than 20 AI-driven features that automate routine tasks and generate insights from client interactions.

Unlike general purpose AI tools, Jump is designed specifically for financial services. Its system embeds compliance controls directly into workflows, ensuring firms meet regulatory requirements while improving efficiency. This approach has helped the company earn high satisfaction scores and strong adoption across enterprise clients.

The company’s long-term objective is to evolve from a meeting assistant into a full intelligence layer for advisory firms. By combining automation, insight generation, and workflow integration, Jump aims to become a core system that advisors use daily.

Strong Investor Support and Continued Backing

Insight Partners led the Series B round, reinforcing its focus on high growth enterprise software companies. The firm manages over $90 billion in assets and has invested in more than 875 companies globally, including over 55 that reached public markets.

New investors F-Prime, Allianz Life Ventures, TIAA Ventures, and Peterson Partners joined the round, signaling broader institutional confidence in Jump’s direction. Existing investors Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures increased their participation, highlighting continued support from early backers.

With fresh capital and growing adoption, Jump is positioning itself as a central platform in the financial advisory technology stack.

Origianl Creator: Paulo Palma
Original Link: https://justainews.com/companies/funding-news/jump-secures-80m-to-expand-ai-for-financial-advisors/
Originally Posted: Thu, 19 Feb 2026 16:45:34 +0000