Jump Raises $80 Million Series B to Accelerate AI-Powered Financial…

Team S · 2026-02-24T14:31:41.000Z

Jump, a Salt Lake City-based provider of artificial intelligence solutions for financial advisors, has secured $80 million in a Series B funding round aimed at expanding its AI-native operating system designed for advisory workflows. This latest infusion of capital marks a significant step in Jump’s strategy to broaden its platform’s capabilities beyond automation toward proactive, insight-driven support for financial advisory teams. Since its inception in 2023, Jump has rapidly grown its user base, onboarding more than 27,000 financial advisors in less than two years and adding over 2,000 new advisors each month, signaling robust demand for AI-enabled productivity tools in the wealth management sector. Funding Round and Investors - The Series B was led by Insight Partners, bringing Jump’s total capital raised to approximately $105 million after its $20 million Series A in 2025. New investors participating in the round include F-Prime, Allianz Life Ventures (the venture capital arm of Allianz Life Insurance Company of North America), TIAA Ventures, and Peterson Partners. Existing backers such as Battery Ventures, Sorenson Capital, Pelion Venture Partners, Citi Ventures, and angel investors Hans Tung, Ryan Anderson, and Aaron Skonnard also joined the round. Jump’s AI platform helps financial advisors streamline and enhance key aspects of their workflow - from meeting preparation and real-time assistance to automated note-taking, CRM updates, compliance-friendly summaries, and follow-ups. With the new funding, the company plans to invest in advancing its intelligent orchestration layer that identifies client opportunities, risks, and next best actions, while bolstering enterprise-grade controls and scalability for larger advisory firms and institutions. The platform’s rapid adoption underscores demand for AI solutions that extend beyond simple task automation, evolving into comprehensive systems that help advisors improve operational efficiency, client engagement, and growth outcomes.

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Jump Raises $80 Million Series B to Accelerate AI-Powered Financial… | Newnex