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Jump

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4.7 out of 5 stars
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
Kyle F.
KF
Kyle F.
06/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Very User-Friendly and Time-Saving

|Jump
vERY USER FRIENDLY AND ALLOWS FOR TIME SAVING
Verified User
G
Verified User
06/22/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortlessly Automated with Easy Setup

|Jump
I love how Jump is just automated and it plugs into my client meetings. It's nice to have someone else listening and taking notes in the meeting to make sure I don't forget anything. The initial setup of Jump was very easy.
Verified User in Financial Services
UF
Verified User in Financial Services
06/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Helpful Salesforce Integration and Responsive Jump Support

|Jump
The integration with Salesforce to send meeting notes directly to Salesforce events is very helpful. The AI/Intelligence is helpful when asking about specific topics discussed in meetings. The Jump support team is always prompt and friendly whenever there are issues.

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