Jump, a leading provider of artificial intelligence solutions for financial advisors, announced its acquisition of Mobile Assistant, a company renowned for advisor transcription services. The acquisition strengthens Jump’s position as a key innovator in AI for financial services, expanding its reach to nearly 20,000 advisors and deepening its commitment to advancing advisor intelligence.
Jump and Mobile Assistant share a customer-first philosophy rooted in enhancing, rather than replacing, the human relationships central to financial advising. Mobile Assistant pioneered trusted meeting transcription for advisors, while Jump is leading the next wave of AI innovation with its full-cycle automation platform that streamlines advisor workflows across meeting preparation, follow-ups, and CRM updates. Together, the combined platform aims to empower financial professionals with more innovative tools that reduce administrative tasks and allow more time for client engagement.
All existing Mobile Assistant customers will receive dedicated onboarding and transition support as they migrate to Jump’s unified platform. The integration is designed to deliver immediate improvements in efficiency, consistency, and client relationship management.
The acquisition comes at a pivotal time for the wealth management industry, as financial advisors face significant structural changes, including RIA independence, the $84 trillion intergenerational wealth transfer, and growing competition driven by client experience. Advisors adopting AI are increasingly positioned to retain clients across generations, increase assets under management, and gain a competitive advantage over firms relying on legacy technology.
This acquisition builds on Jump’s strong momentum following its $20 million Series A funding round and rapid market adoption. The company has become one of the fastest-growing platforms for financial advisors, with enterprise clients including Merit Financial Advisors, Sanctuary Wealth, and partnerships with major financial technology firms such as Osaic, LPL Financial, Cetera, eMoney, and RightCapital.
The company’s latest acquisition of Mobile Assistant further reinforces its role as the trusted AI partner for advisors and firms embracing digital transformation.
KEY QUOTES:
“Mobile Assistant has a stellar reputation for accuracy and a deep commitment to helping advisors. We’re thrilled to carry its legacy into the AI era. Customers can expect a smooth transition with full support from the Jump team.”
Parker Ence, Co-Founder and Chief Executive Officer, Jump
“Mobile Assistant has always been driven by our core values of quality, innovation and partnerships. Joining forces with Jump ensures our customers get the trusted reliability we’re known for, plus powerful new AI solutions that will positively impact their practices.”
Corey Westphal, Founder and Chief Executive Officer, Mobile Assistant
