Jump
Compliant AI platform for financial advisors: meeting notes, CRM sync, onboarding and growth insights.
By Jump · 4.4/5 Value-Position score (estimate)
Positioning guardrails
Best for
- RIAs, independent broker-dealers and hybrid wealth firms running 5–5,000 advisors
- Advisor teams that need compliant AI meeting notes, follow-ups and CRM field updates
- Enterprise wealth groups on Salesforce FSC, Redtail, Wealthbox or HubSpot
- Firms that want a no-recording capture option with configurable consent and retention
Ideal size: 5–5,000 advisors people · RIA, IBD or enterprise wealth firm with an existing CRM
Not for
- Banks, lenders or insurers looking for core banking, underwriting or payments systems
- Non-financial-services teams that just want a generic AI notetaker
- Firms that want AI to act autonomously with no advisor review step
Value metrics scorecard
Time-to-Value
1–3 weeks
~14 days to first production value
Total Cost of Ownership
$2,400/yr
Starts at $1,200 · Per advisor, per month; core Meet plan $100, Onboard and Grow add-ons $50 each
Implementation Friction
2/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Not listed
Add-on costs
- Onboard add-on: $50 per advisor/month (account opening, document intake, form completion)
- Grow add-on: $50 per advisor/month (insights, playbooks, scorecards, coaching)
- Enterprise tier: API and build access, SSO, SCIM/SAML, compliance dashboard, custom attestations
Company & support
Who is behind Jump, and how your team gets help once it is live.
Company
- Founded
- 2022 · 4 yrs in business
- Headquarters
- Not recorded
How you get support
- PhoneNot listed
- EmailAll plans
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumNot listed
- Help centre / docsAll plans
- Dedicated account managerNot listed
- In person / on-siteNot listed
- Hours
- Business hours
- Response time
- First response SLA: initial reply within 1 full business day
Support runs 6am–5pm Pacific, Monday–Friday, with requests submitted to a support address; a self-serve Help Center is also offered. No 24/7 coverage or support phone line is stated.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Jump sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- Jump
- DualEntry
- Linear
- incident.io
- Assembled
- Rillet
Add or change companies
Up to 10 companies including Jump. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Jump ships in AI, and what it asks of your ecosystem.
AI features shipped
Vendor describes an AI Associate, AI notetaker with prep/notes/follow-ups, email assistant, automations, document intelligence for account opening and intake, and 'ask anything about a client/plan' search over CRM and planning data. The about page cites behavioral and predictive insights drawn from 1M+ advisor-client conversations a year.
Your data & models
- Trains on your data
- Never trains on your data
- Runs on
- Not recorded
- AI pricing
- Included in the plan
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Basic visibility
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Jump is an AI platform for financial advisors and wealth firms. It covers the client meeting cycle — scheduling, prep, AI notes, follow-ups and CRM/planning sync — plus AI-assisted account opening and growth insights. It cites 45,000+ advisor users, 41 integrations (Salesforce, Wealthbox, Redtail, HubSpot, eMoney), SOC 2 Type II infrastructure, configurable recording and retention, and human-in-the-loop review. Meet is $100 per advisor/month; Onboard and Grow add-ons are $50 each.
Frequently asked questions
What does Jump cost per advisor, and what is in the base plan?
The core Meet plan is $100 per advisor per month and includes an AI notetaker, unlimited meetings, pre-meeting preparation, follow-up tasks and emails, and sync to CRM or financial planning tools. Onboard (account opening and document intake) and Grow (analytics, playbooks, coaching and held-away asset signals) are $50 per advisor per month each. All plans include 40+ integrations, the unified data foundation, AI Associate, automations, email assistant and tasks.
Does Jump record client meetings, and how is consent handled?
Recording is optional and firm-configured. Firms can choose 100% no-recording capture and still receive full notes, action items and follow-ups; where recording is enabled the firm sets retention. Transcript retention is governed separately by a Storage Policy, and capture, retention and consent rules can differ by advisor group, client type and meeting type. Jump recommends explicit consent and supports passive or explicit consent workflows.
Is Jump's AI defensible to our compliance and supervisory teams?
Jump states SOC 2 Type II compliance, encryption in transit and at rest, multi-tenant logical separation, and automatic redaction of NPI/PII from transcripts. It says customer data is never used to train, fine-tune or improve AI models and that model-provider DPAs carry zero-retention and no-training clauses. Outputs are human-in-the-loop: nothing reaches a client or system of record until an advisor approves it, and meeting outputs can be archived to Global Relay, Smarsh or Proofpoint with audit-ready exports.
How long does it take to get advisors live on Jump?
Jump is designed for rapid adoption, with a free trial, self-serve start and configuration to match firm workflows. The vendor says 90%+ adoption occurs within days of deployment and cites a customer moving from signature to firmwide rollout in 22 days. Onboard and Grow add-ons typically require a demo and configuration before rollout.
Which systems does Jump connect to?
Jump lists 41 integrations across CRM, financial planning, portfolio management, custodian, document management, tax, calendar, meeting and VoIP categories. Named connectors include Salesforce, Wealthbox, Redtail, HubSpot, Dynamics 365 Sales, eMoney, RightCapital, Asset-Map, Orion, Black Diamond, Schwab, Box, Google Drive, Zoom, Microsoft Teams, Google Meet, Webex and Zapier, with API and build access on enterprise plans.