Jump: Financial Advisor AI Platform Company Raises $4.6 Million

By Amit Chowdhry • Jun 10, 2024

Jump, an AI software platform for financial advisors, announced today that it has raised $4.6 million in funding led by Sorenson Capital with participation from Pelion Venture Partners and strategic angel investors.

Jump helps advisors concentrate on their core competencies, advising and building relationships with clients, by using AI to automate repetitive administrative tasks such as notetaking, sifting through data from previous client calls and notes to prepare for meetings, writing follow-up emails, generating task lists, and syncing relevant data to CRM (including deep integration with Wealthbox, Redtail, and Salesforce).

Since its founding by Ence, Tim Chaves, and Adam Kirk in 2022, Jump launched in January 2024, following over a year of intensive R&D, including a closed beta. And after just a few months, hundreds of RIA and Broker-Dealer advisors are using Jump, which has grown almost entirely from organic word of mouth.


“We’re thrilled to partner with Sorenson Capital and Pelion so that we can do even more to help financial advisors minimize time spent on client meeting admin while elevating the client and advisor experience. The Jump team is proud to play a part in helping advisors future-proof the critical work they do in the age of AI as they help their clients navigate some of the most important decisions in their lives.”

  • Parker Ence, CEO and Co-founder of Jump

“What used to be 40 minutes of typing meeting notes, organizing tasks, and posting to CRM, we now get 95% done in 3-4 minutes.” 

  • Jack Csenge, CFP, Csenge Advisory Group

“You guys.. Jump is dreamy. It takes great notes, handles dual partners in one Zoom very well, has a great UI, great support, and it syncs notes and tasks to Wealthbox. It’s SO GOOD.” 

  • Michael Reynolds, Principal, Elevation Financial

“This is already saving our team dozens of hours per month just in notetaking and CRM updating time.” 

  • Veronica Fox, Chief of Staff, Solidarity Wealth

“Jump’s platform is designed to alleviate many of the manual, frustrating tasks that financial advisors regularly deal with. The feedback from advisors has been overwhelmingly positive, praising both the Jump team and their category-leading product. We are excited to support Jump in defining the future of AI-native automation for financial advisors.”

  • Eric Hilton, Principal at Sorenson Capital

“Jump is clearly resonating with financial advisors. Every advisor we’ve talked to has been impressed by the product and its ability to save significant time and elevate the client and advisor experience. Jump fundamentally changes the advisor’s job.”

  • Tyler Hogge, Venture Partner at Pelion