69
Growth Score
pts
Heat Score
-17 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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558204
Jump Advisor AI provides AI software that automates meeting prep, notes, tasks, and follow-up for financial, tax, and insurance advisors.
About the Company
Jump Advisor AI provides AI-native meeting and workflow software for financial, tax, insurance, and other financial services professionals. The platform automates pre-meeting briefs, live note-taking, post-meeting summaries, follow-up emails, and smart task creation. Jump connects to CRMs, financial planning tools, conferencing platforms, VoIP
systems, and calendars to sync notes, tasks, and insights. It offers features for client onboarding, secure client management, and configurable compliance. Built-in analytics, insights, and scorecards analyze advisor–client conversations to surface sentiment trends, growth opportunities, and performance feedback across firms and teams.
