Jump

Meeting notes

ApprovedEditorial, unpaid

Jump is an AI assistant for financial advisors that handles meeting prep, notes, follow-ups and CRM updates with compliance-ready records. More than 50,000 advisors use it.

Visit jumpapp.com ↗

Key features

Meeting prep, notes and follow-up
CRM and planning updates
Client onboarding workflows
Compliance-ready records

Pricing

See pricing page

Pricing page ↗ · checked Oct 13, 2026

Who it's for

Family office

Use cases featuring Jump

No sourced use cases yet. The daily scan will add them as they appear.

Videos

Jump - The AI Platform For AdvisorsJump · From the company

How to use AI AssociateJump · From the company

One A.I. Tool For Financial Advisors - Parker Ence, CEO of Jump AIAdvisor Growth with Dave Zoller · Independent

Profile last checked Oct 14, 2026.

Editorial listing, free and unsponsored. Sponsored placements are always labeled.

On the map: Running your firm: the AI back office, in Meetings & notes.

On the map: The family office & wealth AI stack, in Planning, advice & peers.

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