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Jump

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

Profile Name

Star Rating

87
14
1
0
1

Jump Reviews

Review Filters
Profile Name
Star Rating
87
14
1
0
1
Verified User in Computer Software
UC
Verified User in Computer Software
07/13/2026
Validated Reviewer
Verified Current User
Review source: In-app

Great Experience

|Jump
Daily meeting prep, notes, and follow-ups stay clear
Verified User in Financial Services
UF
Verified User in Financial Services
07/10/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Jump Makes Meeting Notes and Client Summaries Effortless

|Jump
Jump takes the headache out of writing notes during meetings and makes it much easier to summarize what was discussed for clients afterward. It’s a huge time-saver and really simplifies the whole process.
Verified User in Financial Services
UF
Verified User in Financial Services
07/02/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Jump Lets Me Focus on Clients Instead of Note-Taking

|Jump
With Jump, I can focus on listening to the client instead of spending the whole meeting taking lots of notes. I still jot down a few key points, but I leave the rest to Jump. That makes it easier for me to actively listen, rather than trying to listen and write everything down at the same time.

About

Contact

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