After Publishing a Proprietary Advisor Report in January, Jump closes an $80 million Series B Funding Round Led by Insight Partners
After growing to 27,000 advisors on its platform in just two years, Jump is betting its AI-driven automation and meeting intelligence can deliver measurable ROI.
In fact, its inaugural Financial Advisor Insights Report quantified fear patterns across advisor-client meetings further boosting the firm as it pushes forward with building
