Jump

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4.7 out of 5 stars
137 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2023
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Products
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Profile Name

Star Rating

117
16
3
0
1

Jump Reviews

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Profile Name
Star Rating
117
16
3
0
1
Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
09/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Saves Time with Great Notes and Smooth Salesforce Integration

|Jump
It takes really good note and saves me a lot of time from having to type and enter notes myself. It integrates with salesforce for easy task delegation and follow up.
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
09/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Useful Transcription, includes Redtail Sync, but a Clunky Dashboard

|Jump
The transcription service is useful. It can sync with Redtail.
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
09/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Effortless Meeting Notes and Client Recaps

|Jump
Ease of use when it comes to notes and recapping the meeting for the client

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