Jump, an AI-driven wealthtech, secured $20 million in Series A funding led by Battery Ventures, with participation from Citi Ventures and other investors, to enhance its automation tools for financial advisors. The funding will support Jump’s expansion, product development, and AI-powered workflow automation, helping advisors streamline tasks like meeting preparation, compliance documentation, and CRM updates. Since launching in 2024, Jump has seen rapid growth, integrating with major financial platforms and gaining traction among independent broker-dealers and registered investment advisors.

Jump Raises $20m to Drive AI-powered Efficiency for Financial Advisors