Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has successfully closed an $80 million Series B funding round led by global software investor Insight Partners. This financing brings Jump’s total capital raised to $105 million, following a $20 million Series A round last year.
The Series B round included participation from new investors F-Prime, Allianz Life Ventures (the venture capital arm of Allianz Life Insurance Company of North America), TIAA Ventures, and Peterson Partners. Existing investors Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures also contributed, alongside angel investors Hans Tung, Ryan Anderson, and Aaron Skonnard.
Jump has rapidly expanded its footprint, scaling from zero to 27,000 advisors in less than two years since its launch and now adding over 2,000 new advisors monthly. Currently, nearly one in ten U.
S. financial advisors utilizes Jump’s platform. Its clientele ranges from independent advisors and enterprise Registered Investment Advisors (RIAs) such as Focus Financial Partners, Integrated Partners, and Merit Financial Advisors, to independent broker-dealers including LPL Financial, Osaic, and Cetera, as well as financial institutions like Allianz Life and Manulife.
The company’s AI-native technology has processed a cumulative 183 continuous years’ worth of client meetings, completing millions of tasks for advisory, insurance, and other financial services firms managing an estimated $12 trillion in assets for their clients. Parker Ence, co-founder and chief executive officer of Jump, noted that a recent enterprise RIA client reported Jump ranked highest among over 40 AI pilots for delivering advisor impact and measurable ROI, observing not only 1-2 hours saved per advisor daily but also a meaningful increase in organic growth.
Mr. Ence stated, “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.” He expressed gratitude for the trust placed in Jump by customers, partners, and investors.
Crissy Behrens, managing director at Insight Partners, commented, “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.” She added that Jump’s focus on real advisor needs positions the company to shape the industry’s future.
The new capital will fuel Jump’s next phase of growth, expanding its AI meeting assistant for advisors into a comprehensive intelligence and AI orchestration layer. Jump is recognized for its intuitive workflows, extensive integrations, ease of adoption, full compliance, and configurability, which make it suitable for enterprise deployments with robust compliance and data controls.
Over the coming year, Jump plans to apply these product principles to address operational friction, organic growth, and client experience challenges. Simultaneously, the company is accelerating product innovation beyond automation toward agentic, insight-driven AI capabilities that can proactively identify opportunities, risks, and next best actions for advisors, supported by enhanced enterprise-grade functionality.
Eric Thomes, chief distribution officer at Allianz Life, remarked, “The power of AI presents an opportunity for financial professionals to enhance their operations to better serve their clients. Jump is focused on the type of practical, advisor-first innovation that can help financial professionals today and in the years ahead.”Jump’s proprietary insights and capabilities were recently detailed in its inaugural Insights Report, which illustrates how advisors leverage AI to save time, enhance client engagement, and scale their practices. Jump, founded in 2023, delivers over 20 AI-powered features that automate tasks such as meeting prep, note-taking, recaps, follow-ups, and CRM updates, while also providing growth insights and embedding compliance. The company reports over 27,000 advisors on its platform and top advisor satisfaction ratings, including #1 in advisor satisfaction and adoption according to the 2025 T3/Inside Information Software Survey and 2025 Kitces Report On Financial Advisor Technology Use.
