Jump, an AI software for financial advisors, has secured $4.6 million in a funding round led by Sorenson Capital, with contributions from Pelion Venture Partners and angel investors.
Founded in 2022 by Parker Ence, Tim Chaves, and Adam Kirk, Jump streamlines administrative tasks for advisors by automating notetaking, data analysis, email composition, and task management. The software integrates with CRM systems like Wealthbox, Redtail, and Salesforce, allowing advisors to focus more on client relationships.
The new funding will enhance Jump’s AI capabilities and expand its reach, supporting its mission to reduce the administrative burden on financial advisors.
