Jump - Advisor AI
PrivateLast Round
Series B
Feb 19, 2026
Total Funding Raised
$104.6M
Momentum Score
50 /100
Company Overview
Jump - Advisor AI is a technology company that develops an artificial intelligence-based platform for financial advisors. The software is designed to streamline workflows and reduce administrative tasks by automating meeting preparation, note-taking, compliance documentation, CRM updates, and client follow-up emails. The platform integrates with existing advisor tools such as Zoom, Salesforce, Wealthbox, and Redtail. Founded in 2022 and publicly launched in January 2024, the company aims to help advisors save time on administrative work to focus on client relationships. The company is venture capital-backed, having raised a Series A round in 2025.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Vertical SaaS, NLP & Conversational AI, RegTech
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Jump - Advisor AI Comps
Public and private peers based on sector, stage, and business model.
Jump - Advisor AI Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Feb 19, 2026 | ||||
| Series A | Feb 3, 2025 | ||||
| Seed | Jun 10, 2024 |
Key People
Founding team and executive leadership
Jump - Advisor AI Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Pelion Venture Partners | Series B, Seed, Series A |
| 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 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 31, 2026
Platform integrated with Redtail CRM, embedding functionality directly.
- Mar 18, 2026
Diana Cabrices joins as Chief Evangelist.
Jump - Advisor AI 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 - Advisor AI's valuation, stock price, and market status.
