Jump has secured $80 million in Series B funding, a big move that pushes its goal of creating a full artificial intelligence operating system for financial advisors. The funding round was led by Insight Partners, with new investors including F-Prime, Allianz Life Ventures, TIAA Ventures, and Peterson Partners. Existing backers like Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures also participated, along with angel investors Hans Tung, Ryan Anderson, and Aaron Skonnard. Overall, Jump’s total funding now stands at $105 million. The company previously raised $20 million in Series A last year, led by Battery Ventures. This new investment underscores growing confidence from investors as Jump’s platform gains rapid adoption and expands its role in wealth management technology.

Impressive Growth in Wealth Management Tech

Since launching in 2023, Jump has experienced remarkable growth. Its platform now supports over 27,000 financial advisors and continues to add more than 2,000 new users each month. Nearly 10% of all financial advisors in the U.S. rely on Jump’s tools, showing how quickly it’s making an impact in the industry. The platform serves a diverse range of firms, from independent advisors and Registered Investment Advisors like Focus Financial Partners, Integrated Partners, and Merit Financial Advisors, to broker-dealers such as LPL Financial, Osaic, and Cetera. Major financial companies like Allianz Life and Manulife also use Jump’s system.

Jump’s artificial intelligence has processed the equivalent of 183 years of client meetings, supporting firms managing an estimated $12 trillion in assets. An enterprise RIA recently shared that Jump ranked number one among over 40 AI pilots they tested last year, particularly for its real impact on advisors and measurable return on investment. Advisors using Jump save one to two hours per day and see a boost in their organic growth rates. The new funding will allow Jump to invest heavily in product R&D and speed up its vision of building an AI-native operating system for financial advice.

Expanding AI Capabilities for Better Advisor Support

Jump plans to use the fresh capital to develop new features and expand its AI tools. The company started with its meeting assistant, which helps automate appointment preparation, note-taking, follow-ups, and CRM updates. Now, Jump aims to add a broader layer of intelligence that supports decision-making throughout advisory workflows.

Over the next year, Jump will focus on addressing key operational challenges faced by advisory firms. This includes improving efficiency, helping advisors identify new growth opportunities, and strengthening client engagement. The company’s goal is to go beyond automation and provide smarter, more integrated support for financial advisors at every step.

Overall, Jump’s progress and the new investment signal strong confidence in its future. The company is set to continue innovating and expanding its AI-driven solutions to better serve the wealth management industry and its advisors.

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