Remote Jobs at Jump - Advisor AI

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Jump - Advisor AI

51 - 200 employees

Founded 2023

đŸ€– Artificial Intelligence

💳 Fintech

☁ SaaS

💰 $24.6M Series A - Jump on 2025-02

Artificial Intelligence ‱ Fintech ‱ SaaS

Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.

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15 total jobs
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