Jump, a Salt Lake City, UT-based provider of AI software for financial advisors, raised $4.6M in funding.
The round was led by Sorenson Capital with participation from Pelion Venture Partners and strategic angel investors.
The company intends to use the funds to expand operations and its development efforts.
Founded in 2022 by CEO Parker Ence, Tim Chaves, and Adam Kirk, Jump enables advisors to concentrate on their core competencies-advising and building relationships with clients-by using AI to automate repetitive administrative tasks like 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).
FinSMEs
10/06/2024