Jump
PrivateLast Round
Series B
Feb 19, 2026
Total Funding Raised
$184.6M
Company Overview
Jump is a wealthtech company that provides an AI-powered operating system for financial advisors to automate administrative tasks and workflows.
Sector
Healthcare & Life Sciences
Verticals
EHR & EMR, NLP & Conversational AI, Medical AI, Workflow Automation, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
AI meeting assistantAI notetakervibe codingworkflow automationwealthtechAI operating systemCRM integrationfinancial advisor toolsRIA softwarecustomer relationship managementCRMvertical SaaSAI agentregistered investment advisorRIA
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Jump Comps
Public and private peers based on sector, stage, and business model.
Jump Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Feb 19, 2026 | ||||
| Series B | Feb 19, 2026 | ||||
| Series A | Feb 3, 2025 | ||||
| Seed | Jun 10, 2024 |
Jump Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Pelion Venture Partners | Series B, Series A, Seed |
| Citi Ventures | Series B, Series A |
| Peterson Partners | Series B |
| Sorenson Capital | Series B, Series A, Seed |
| Battery Ventures | Series B, Series A |
| F-Prime Capital | Series B |
| Allianz Life Ventures | Series B |
Jump Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Jump's valuation, stock price, and market status.
Firmographic Details
HeadquartersSalt Lake City, Utah
Year Founded2023
Last FundingFeb 19, 2026