Finance Paid

Jump AI

AI operating system for financial-advisor meetings and client workflows

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PricingPaid
Starting price$75/user/mo
Free planNo
Free trialYes
APIUnknown
Open sourceNo
DeploymentCloud
Last verifiedAugust 1, 2026
Overview

Tool overview

Jump AI is listed under Finance AI tools.

Summary

What is Jump AI?

Jump is an AI operating system designed for financial advisors and financial-services firms. It supports meeting preparation, note capture, compliance documentation, CRM updates, client recap emails, follow-up tasks, onboarding, growth insights, and more than forty embedded integrations.

Best fit

Best for

Financial-advice firms automating meeting administration and connected client workflows

Audience

Who is it for?

Financial advisorsRegistered investment advisersWealth-management firmsAdvisor operations and compliance teams
Recommendation

Decision note

Confirm eligible pricing, full and lite seat rules, AI output limits, trial terms, integrations, recording modes, retention, supervisory controls, data use, compliance approval, onboarding, support, and enterprise contract requirements.

Capabilities

Key features

Pre-meeting preparation from connected client data

AI meeting notes and compliance documentation

Automatic CRM updates and follow-up tasks

Client recap emails and workflow automation

AI Associate grounded in firm and client context

More than forty two-way advisor-stack integrations

Workflows

Use cases

Preparing for financial-advice meetings

Documenting regulated client conversations

Updating CRM and planning records

Automating advisor follow-up and onboarding

Strengths

Pros

  • Built specifically for advisor workflows
  • Provides broad wealth-stack integration coverage
  • Keeps generated output reviewable by humans
Considerations

Cons

  • Requires careful compliance configuration
  • Full value depends on connected systems
  • Pricing and seats need firm-level review
Considerations

Limitations

AI notes and extracted facts may omit context, confuse speakers, or propose incorrect updates. Firms must obtain consent, configure recording and retention policies, verify compliance language, review every client-facing output, and supervise changes before synchronization.

Cost

Pricing details

Pricing modelPaid
Starting price$75/user/mo
Free planNo
Free trialYes
Pricing context

Billing options

Monthly subscriptionAnnual subscriptionEnterprise quote
Pricing context

Pricing note

Official Jump partner pages show standard Ramping pricing of $75 per full seat per month and Core pricing of $100 before partner discounts, with annual options and enterprise terms. The pages also advertise a free trial. Final availability and pricing should be confirmed directly.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

Salesforce

Redtail

Wealthbox

eMoney

Zoom

Microsoft Teams

Specs

Technical details

PlatformsWeb
Multilingual supportUnknown
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyJump
Models / versionsJump Meet Jump Grow Jump Onboard AI Associate
Editions / plansRamping Core Enterprise
Data confidenceHigh
Last verifiedAugust 1, 2026
Documentation → Release notes → Data source →
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Answers

Frequently asked questions

Jump is an AI operating system designed for financial advisors and financial-services firms. It supports meeting preparation, note capture, compliance documentation, CRM updates, client recap emails, follow-up tasks, onboarding, growth insights, and more than forty embedded integrations.
Financial-advice firms automating meeting administration and connected client workflows
The listed pricing model for Jump AI is Paid. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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