Jump - Advisor AI
51 - 200 employees
Founded 2023
🤖 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.
Staff/Principal Software Engineer
🕒 May 26
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Jump - Advisor AI
51 - 200 employees
Founded 2023
🤖 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.
📋 Description
• Empower financial advisors with AI-driven solutions • Collaborate with a modern tech stack to enhance workflows • Participate in a 4-step hiring and on-boarding process • Embrace a culture of collaboration and skill development
🎯 Requirements
• At least 6 years of professional software engineering experience • Ability to approach problems with curiosity and good judgment • Willingness to learn and adapt • Experience with Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud (not mandatory if trained) • Clear and respectful communication skills
🏖️ Benefits
• We buy the subscriptions you need (Cursor.ai, ChatGPT, etc) • Family-first company culture
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