Caplight Directory>Companies>Jump-preview>Jump-ai


Jump

Jump

Private
Salt Lake City, UtahFinTechhttps://jump.ai/

Last Round

Series B

Feb 20, 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

FinTech

Verticals

Wealth Management, Vertical SaaS, Workflow Automation, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Services & Consulting, Freemium

AI Layer

Application

Keywords

AI for financial advisorsAI copilot for advisorsWealthtechAdvisor techFinancial advisor softwareClient meeting automationAI notetakerMeeting transcriptionRIA softwareCompliance automationWorkflow automationConversation analysisCRM integrationVertical SaaSSOC 2 compliance

Historical Pricing

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Jump Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Jump Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series BFeb 20, 2026
Series BFeb 19, 2026
Series AFeb 3, 2025
SeedJun 10, 2024
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Jump Investors

Notable investors and investment history

InvestorRounds
Pelion Venture PartnersSeries B, Series A, Seed
Citi VenturesSeries B, Series A
Peterson PartnersSeries B
Sorenson CapitalSeries B, Series A, Seed
Battery VenturesSeries B, Series A
F-Prime CapitalSeries B
Allianz Life VenturesSeries B
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Jump Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Jump Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Jump's valuation, stock price, and market status.

Firmographic Details

HeadquartersSalt Lake City, Utah
Year Founded2023
Last FundingFeb 20, 2026

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