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Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.
Jump B2B Case Studies & Customer Successes
Case Studies
Showing 7 Jump Customer Success Stories
Byas Wealth Management Decreases Meeting Admin by 83% with Jump
Byas Wealth Management
Jeff Byas
Founder
How Coastal Bridge Advisors Turned Everyday Conversations into Scalable Insight
Coastal Bridge Advisors
Bill Garcia
VP of Wealth Platforms
EViE Financial Group Eliminates a Six-Month Notes and Follow-up Backlog with Jump
EViE Financial Group
Melissa Reaktenwalt
Founder and CEO
Freedom Financial Planners Advisor Doubles Client Meetings and Cuts Admin Time by 67% with Jump
Freedom Financial Planners
Michael Plummer
Financial Planner
Renaissance Financial Saves Thousands of Hours by Standardizing Meeting Documentation
Renaissance Financial
Steve Kontz
President
Sonmore Financial Runs Its Most Efficient Review Cycle Yet With Jump
Sonmore Financial
Matthew Benson
Founder and Advisor
The Athlon Advisors Team Grows AUA 43% Since Implementing Jump
The Athlon Advisors
Chris Sadowski
Manager of Athlon Wealth Advisors & Wealth Advisor
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