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Jump

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106 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2023

Profile Name

Star Rating

90
14
1
0
1

Jump Reviews

Review Filters
Profile Name
Star Rating
90
14
1
0
1
chris W.
CW
chris W.
Walls Wealth Management
09/02/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Saves Tons of Time with Clear Notes, To-Dos, and Meeting Prep

|Jump
As a sole practitioner it saves a lot of time and does my follow up better than I ever did. Clear review notes, to-dos and meeting prep great value for low cost. It saves me hours of administrative work each day.
Glenn W.
GW
Glenn W.
08/31/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Takes Better Notes Than I Ever Could

|Jump
It take MUCH better notes than I can, and I have always believed myself to be a good note taker!
Rob S.
RS
Rob S.
Certified Financial Planner | Speaker | Providing Financial Guidance from Residency through Retirement
08/31/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Enhances Focus and Note Accuracy in Meetings

|Jump
I love how Jump allows me to focus on the meeting by providing more complete and accurate notes than manually writing them down. The email summary it provides helps me construct my thoughts and deliver a concise recap for the client. I also appreciate the insight it gives before meetings based on past interactions, along with a nice summary after the meeting, which I can review for accuracy before sending to the client. The notes are spot on, and it's a relief to not worry about missing important points since the software identifies items I might have overlooked.

About

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HQ Location:
Salt Lake City, Utah, United States

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What is Jump?

Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors. Advisors who use Jump are saving double-digit hours every week, uncovering revenue they didn't know existed, and running firms that scale without the usual friction.

Details

Year Founded
2023
Website
jump.ai