Jump

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137 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2023

Profile Name

Star Rating

117
16
3
0
1

Jump Reviews

Review Filters
Profile Name
Star Rating
117
16
3
0
1
MaryBeth B.
MB
MaryBeth B.
Director Of Client ServicesSmall-Business (50 or fewer emp.)
09/16/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

User-Friendly, Precise, and Well-Organized

|Jump
User friendly, precise, accurate and organized.
Verified User
G
Verified User
Small-Business (50 or fewer emp.)
09/16/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Automation Saves Time but Needs Note Sharing Fix

|Jump
I really like the automation aspect of Jump because I don't have to take notes or write the emails myself; I just make little adjustments and send them. This feature helps me save a significant amount of time, which is a huge help since time is money. The initial setup of Jump was very easy as well, making it user-friendly right from the start.
Verified User in Financial Services
AF
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

Easy-to-Download Meeting Notes That Streamline Client Documentation

|Jump
I am an administrative assistant for financial advisors and I receive the Jump meeting notes for all their meetings. The notes help me to complete client documents and the meeting notes are easy to download into our CRM.

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