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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
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

Meeting Recording and Follow-Ups with Helpful Integrations

|Jump
The most helpful feature about Jump to our firm currently is the meeting recording, notetaking, and follow-up (e.g. task) generation. Jump also includes a broad range of integrations with other tools we use which is helpful, and I am excited to see how the functionality and performance across these integrations develops over time. We have found Jump fairly easy and intuitive to use, and onboarding and support resources have been very helpful. We have also found Jump to be very competitively priced versus other similar solutions.
Verified User
G
Verified User
06/23/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortless Meeting Management with Time-Saving Benefits

|Jump
I really like how Jump gives me back time. It allows me to be more engaged in my meetings since I'm not worried about constantly making notes. It also makes my follow-up much easier, freeing up time for other tasks. Plus, the initial setup was very easy.
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

Detailed Meeting Notes with Helpful Follow-Ups and Social Posts

|Jump
Jump allows me to have detailed notes on meetings without having to remember every detail of the meeting after the fact. I also like the follow-up emails, although I don't always use them. I also like the social media posts.

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