Jump Pricing Overview

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Jump Pricing Key Insights

Last updated on Jul 28, 2026

Jump offers 4 pricing editions, starting at $50. Jump pricing tiers are designed to support different usage levels and team sizes. Jump also offers a free trial. Higher-tier plans are available via direct consultation with the vendor. Compare the Jump pricing table below to figure out the best fit for your needs.

Grow — $50 / 1 Advisor
Operate — $50 / 1 Advisor
Meet — $75 / 1 Advisor
Enterprise — Contact Us / 1 Advisor
Rated 4.7 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Meet
Starting at $75.00
1 Advisor

Helps you run better meetings by capturing key context, generating notes and follow-ups, and keeping every conversation connected to your workflow. Includes AI note-taking, CRM/financial plan sync, pre-meeting prep, meeting analytics, follow-up emails, follow-up tasks, and meeting scheduling. Also includes the full AI Operating System foundation: 30+ integrations, unified firm data, tasks, AI Associate, client profiles, and AI automations.

Grow
Starting at $50.00
1 Advisor
Request Demo

Adds intelligence for driving organic growth. Includes everything in Meet plus Signals (highlights key opportunities and risks), Playbooks (repeatable team workflows), Scorecards (performance tracking for coaching), Pulse & Surveys (query past meetings for insights), and Insights dashboards.

Operate
Starting at $50.00
1 Advisor
Request Demo

Adds operational automation across the client lifecycle. Includes everything in Meet plus Document Intelligence (upload, parse, and sync documents), AI Intake Forms (structured data collection for clients), and Email Assistant (faster drafting and rewrites in your inbox).

Enterprise
Contact Us
1 Advisor
Request Demo

For large firms requiring compliance at scale. Adds API access, SCIM/SAML, SSO, custom disclosures, compliance dashboard, custom attestations, conditional features, and the ability to build with Jump. Trusted by Allianz, Prudential, and LPL Financial.

Jump Pricing FAQs

Generated using AI
Is Jump free, or does it offer a free trial?

Jump does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details.

How much does Jump cost in 2026?

According to G2 data, Jump pricing in 2026 starts at $50.00 and can reach $75.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Jump's official pricing page for the most current details.

Who is Jump pricing best suited for?

According to G2 reviewers, Jump's pricing is best suited for small financial advisory firms. The overwhelming majority of G2 reviews come from Small Business users in Financial Services, Investment Management, and Accounting who cite CRM integrations with Redtail, Wealthbox, Salesforce, and Advyzon as central to their workflows. The Meet and Operate tiers fit solo advisors and small teams focused on note-taking and CRM sync. Grow suits firms prioritizing coaching and growth analytics. Mid-Market and Enterprise reviewers from firms like Allianz, Prudential, and LPL Financial gravitate toward Jump's Enterprise tier for compliance controls, SSO, and SCIM/SAML provisioning at scale.

What are the key differences between the free and paid versions of Jump?

Jump does not offer a free tier. G2's pricing data for Jump shows a free trial is available, giving advisors a time-limited window to evaluate core capabilities before committing. Paid plans begin at $50.00 per user per month for the Grow and Operate tiers, with the Meet tier starting at $75.00. The trial includes access to AI note-taking, CRM sync, follow-up generation, and meeting prep — the same features that define Jump's paid plans. Enterprise pricing requires a vendor quote and adds SSO, SCIM/SAML, compliance dashboards, and API access not available in lower tiers.

Is Jump considered good value for its pricing?

Jump does not offer a free tier. G2's pricing data for Jump shows a free trial is available, giving advisors a time-limited window to evaluate core capabilities before committing. Paid plans begin at $50.00 per user per month for the Grow and Operate tiers, with the Meet tier starting at $75.00. The trial includes access to AI note-taking, CRM sync, follow-up generation, and meeting prep — the same features that define Jump's paid plans. Enterprise pricing requires a vendor quote and adds SSO, SCIM/SAML, compliance dashboards, and API access not available in lower tiers.

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Jump Pricing Reviews

(2)
Mack S.
MS
Mack S.
Financial Advisor
Small-Business (50 or fewer emp.)
"Accurate, Time-Saving Tool at a Fair Price"
5/5
What do you like best about Jump?

I love how much time it saves me. It's usually pretty accurate and the pricing is pretty fair I think. Review collected by and hosted on G2.com.

What do you dislike about Jump?

My only issues are I feel like sometimes it gets the names wrong Review collected by and hosted on G2.com.

Response from Jamie Gottlieb of Jump
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Thank you for the positive feedback! We're happy to hear that Jump is helping you save time and providing accurate notes. Our team would be happy to help you with your name spelling issues; please reach out to help@jumpapp.com to connect. We appreciate your support!

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Versatile for Live and Recorded Meetings, but Pricey and Harder to Use"
3.5/5
What do you like best about Jump?

The fact that I can use it with multiple meeting types. I use it for live zoom meetings but also am able to download recordings of meetings and put them into zoom as well. Review collected by and hosted on G2.com.

What do you dislike about Jump?

It is very expensive compared to the other competitors out there. It is also becoming harder to use. The interface needs improvement as well. Review collected by and hosted on G2.com.

Response from Jamie Gottlieb of Jump
Edit edit

We're glad to hear that you find Jump versatile for both live and recorded meetings. We appreciate your feedback about pricing and our interface. We would love to learn more about your experience and see where we might be helpful. Please reach out to help@jumpapp.com to book some time to connect. Thanks for sharing your experience!

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