Jump and eMoney Streamline Advisor Workflows with New Data Integration
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping people talk about money. The integration is designed to eliminate the tedious and error-prone task of manual data entry following client meetings—helping advisors operate more efficiently and deliver more reliable financial plans.
Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to seamlessly sync meeting insights from Jump into RightCapital’s platform—eliminating the need for manual data entry and helping to ensure financial plans remain accurate and up-to-date.
Jump Comes Out Of Stealth With A Solution To The B2B SaaS Integration Crisis
The need to build custom integrations for their products can drag down even the most innovative B2B SaaS companies’ sales, partnership programs, and innovation. Jump intends to solve this challenge with an AI-native integration system that allows business teams to create custom integrations on demand. Co-founded by former Fyn CEO Tela Andrews, AWS SDK for Rust (Rusoto) author and Amazon Partner Network (APN) Ambassador Anthony DiMarco, and former Bloomberg Tax Group product marketing director Kareena Macasaet, Jump’s goal is to turn integrations from a roadblock into a growth accelerator.
Jump and Cetera Join Forces to Further Enhance Compliance, Efficiency and Scalable Growth
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the premier financial advisor Wealth Hub. This collaboration brings Jump’s enterprise-grade, AI-powered meeting assistant to Cetera financial professionals – helping drive scalable growth while enhancing compliance and streamlining firmwide operations across the organization.
Jump Selected as an Official Technology Provider for Osaic’s Network of Financial Professionals
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced its approval as an official technology vendor for Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions. This strategic relationship brings Jump’s advanced AI platform to Osaic’s expansive network of wealth management professionals, empowering them with tools designed to streamline workflows, strengthen compliance and significantly reduce administrative burdens.
Jump Closes $20 Million Series A Funding Round, Led by Battery Ventures, to Transform Financial Advisors’ Workflows Using AI
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the successful completion of a $20 million Series A funding round, led by Battery Ventures, with additional participation from Citi Ventures and existing investors Sorenson Capital and Pelion Ventures Partners. This investment underscores the rapidly growing demand for advisor-specific AI tools that streamline administrative tasks and empower financial professionals to elevate the advisor and client experience.
