Remote Jobs at Jump - Advisor AI

Jump - Advisor AI

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

💳 Fintech

Artificial Intelligence • SaaS • Fintech

Jump - Advisor AI is an AI-powered SaaS assistant for financial advisors and wealth management firms that automates meeting preparation, note-taking, transcription, follow-ups, and CRM syncing. It provides configurable compliance controls, SOC 2-grade security, sentiment analysis, and data-driven insights to help advisors uncover opportunities and reduce administrative work. The product targets independent advisors and enterprise wealth teams, integrating with CRMs, conferencing/VoIP, and calendars to cut meeting admin and support audit-ready workflows.