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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 saves 25 minutes per meeting with Jump
Byas Wealth Management
Jeff Byas
Founder
Coastal Bridge Advisors gains scalable meeting insights with Jump
Coastal Bridge Advisors
Bill Garcia
VP of Wealth Platforms
EViE Financial Group eliminates a six-month notes backlog with Jump
EViE Financial Group
Melissa Reaktenwalt
Founder and CEO
Freedom Financial Planners doubles client meetings and cuts admin time with Jump
Freedom Financial Planners
Michael Plummer
Financial Planner
Renaissance Financial saves thousands of hours with Jump
Renaissance Financial
Steve Kontz
President
Sonmore Financial achieves faster review cycles and same-day follow up with Jump
Sonmore Financial
Matthew Benson
Founder and Advisor
The Athlon Advisors achieves 43% AUA growth with Jump
The Athlon Advisors
Chris Sadowski
Manager of Athlon Wealth Advisors & Wealth Advisor
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