Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has announced a strategic partnership and integration with Wealth.com, an estate and tax planning platform. The collaboration allows advisors who utilize both platforms to seamlessly integrate estate planning data from Wealth.com into Jump’s pre-meeting preparation experience and, in future phases, push structured estate-related updates from Jump back into Wealth.com.
This integration incorporates Wealth.com estate planning households, roles, and document status into Jump’s pre-meeting interface, alongside meeting history and other connected data. This functionality offers advisors a more comprehensive view of each client, simplifying the process of identifying gaps, missing roles, or outdated documents within estate plans.
By automating aspects of estate planning and meeting preparation, the integration aligns with Jump’s objective to enable advisors to dedicate more time to higher-value activities. More than 90 percent of Jump users report allocating saved time toward revenue-producing activities, allowing advisors to focus client conversations on key areas of concern.
Parker Ence, co-founder and chief executive officer of Jump, stated, “At its core, this integration connects what advisors talk about with what their planning systems know. By bringing estate planning data directly into meeting preparation, we’re reducing friction for advisors so they can focus less on administrative work and more on delivering advice that reflects what clients actually care about.”
Jump’s Insights Report, published earlier this year, indicates that estate planning is discussed in approximately 45 percent of advisor-client meetings and demonstrates a high correlation with positive client sentiment. By making this information readily available during meeting preparation, the integration helps advisors engage more confidently in these discussions and enhance the client experience.
Danny Lohrfink, co-founder and chief product officer of Wealth.com, commented, “There’s a high degree of overlap between advisory firms using Jump and Wealth.com, and our capabilities naturally complement each other. By combining contextual conversations with complex calculations, we create a better client experience and give advisors more time to focus on the relationship.”
Key benefits for advisors include streamlined processes before, during, and after client meetings. Before meetings, advisors gain clear visibility into estate planning households, roles, document status, and can readily identify gaps or outdated documents. After meetings, the integration reduces the need for manual data re-entry, with future capabilities planned to capture and push structured estate-related updates from discussions back into Wealth.com. Throughout the client lifecycle, advisors benefit from estate planning data combined with meeting notes and other integrations, all presented in a single client view, leading to more effective preparation, follow-up, and continuity across conversations.
Advisors can activate the integration by securely connecting their Wealth.com account to Jump using OAuth. There are no additional costs beyond an active Jump subscription and an existing Wealth.com account.
Jump, founded in 2022, is an AI assistant and intelligence engine designed for financial advisors. It provides over 20 AI-powered features that automate tasks such as meeting preparation, note-taking, recaps, follow-ups, and CRM updates, while also identifying growth insights and integrating compliance measures. With over 21,000 advisors on its platform, Jump holds high advisor satisfaction ratings, including #1 in advisor satisfaction and adoption, positioning it as a leader in advisor-AI technology.
Wealth.com is an estate and tax planning platform that supports wealth management firms in modernizing client planning guidance. Built for financial institutions, the platform offers a tech-led, end-to-end solution for scaling estate and tax planning efficiently and consistently. Trusted by major financial institutions, Wealth.com leverages proprietary AI, enterprise-grade security, and extensive legal and tax expertise to address a wide range of client needs, from foundational estate plans to advanced analysis. The platform has received industry recognition, including Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, and the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
