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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

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Profile Name
Star Rating
87
14
1
0
1
Kevin M.
KM
Kevin M.
Experienced Tax & Wealth Management Advisor
06/23/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Saves Time and Ensures Accurate Meeting Notes

|Jump
I love how Jump saves time by allowing me to talk with clients without interrupting meetings to take notes. The automatic meeting summaries are great because I can quickly review and file them, which saves me about 30 minutes per meeting. The meeting notes are accurate and list action items, so I don't have to remember everything discussed. I appreciate that Jump catches most of my upcoming meetings by searching my Outlook and Zoom calendars.
Verified User in Financial Services
AF
Verified User in Financial Services
06/23/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Accurate, Reliable AI Note-Taking You Can Trust

|Jump
AI note taker being pretty accurate and reliable for taking notes
Verified User in Financial Services
UF
Verified User in Financial Services
06/23/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Great Meeting Recaps, but Quirks and Jump Issues Can Disrupt Sessions

|Jump
I love the summarizing features and the ability to recap meetings, especially with a pre-generated recap that’s readily available.

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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