Company intelligence
Jump - Advisor AI
Trusted AI for advisors & financial professionals. Save time, increase revenue, and elevate the client experience.
About Jump - Advisor AI
Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up. It's built with industry-leading compliance and aligned to regulatory standards, integrates with your CRM and tech stack through 40+ embedded connections, and is intuitive enough for firms to see 90%+ adoption within days of deployment. Trusted by 35,000+ advisors at firms like LPL Financial, Osaic, and Cetera.
Verified activity
Signals from Jump - Advisor AI
7 published signals
Products & Services
Jump - Advisor AI integrated Holistiplan, eMoney Advisor, and Asset-Map integrations with Equitable Advisors
Reported by Jump - Advisor AI
Products & Services
Jump - Advisor AI released the DataHub connector for SQLMesh.
Reported by Yuki Kakegawa
Presence & Recognition
Jump - Advisor AI is attending the Future Proof festival from September 14 to 17, featuring live sessions on AI in advisory practices and a booth.
Reported by Jump - Advisor AI
Products & Services
Jump - Advisor AI used its asset management solution to identify and contact advisors with specific portfolio holdings on a day of volatility leading to a $10M trade.
Reported by Peter Boshard Olson
Products & Services
Jump - Advisor AI built its asset management solution for wholesalers to handle external meetings and internal meetings with 40 calls a day.
Reported by Peter Boshard Olson
Customers & Market
Jump - Advisor AI saw a 93% adoption rate among one global asset manager in three months and a 456% jump in CRM notes.
Reported by Peter Boshard Olson
Customers & Market
Jump - Advisor AI saw over 10,000 LPL advisors trust Jump.
Reported by Jump - Advisor AI