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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
JV
joseph v.
06/23/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Jump’s Unmatched AI, Best-in-Class UI, and Huge ROI

|Jump
Jump has the best UI experience, they also integrate well with my CRM. It has exemplary performance on note taking. The ROI from it is huge!! They also have great support if needed and the AI is unmatched.
Verified User in Financial Services
UF
Verified User in Financial Services
06/23/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy-to-Revisit AI Notes for Quick Double-Checks

|Jump
I like being able to go back and re-read the AI notes, especially when I need to double-check whether something has been done yet.
Adam T.
AT
Adam T.
06/23/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Keeps Me Present in Client Conversations with Seamless Wealthbox Integration

|Jump
I like how it's allowed me to be more present in my client conversations. I've been able to focus more on their emotions and their reactions to the advice instead of focusing on making sure that I capture the details of our conversation. The integration with Wealthbox allows me to foward my meeting notes directly to my CRM without having to do much except confirm the data. The performance of the program is nice since even if I lose connection the recording is saved in the cloud so that next time I have connection I can reconnect to process the notes. The AI is very impressive in picking up context clues.

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