Key Takeaways
- • Jump closed an $80 million Series B funding round led by Insight Partners, bringing its total capital raised to $105 million following a $20 million Series A led by Battery Ventures in 2025.
- • Jump reports 27,000 advisors on its platform, adding more than 2,000 new advisors each month, with nearly one in ten U.S. financial advisors now using the product.
- • Jump's platform is used by enterprise RIAs such as Focus Financial Partners, Integrated Partners and Merit Financial Advisors, and by broker-dealers including LPL Financial, Osaic and Cetera, plus Allianz Life and Manulife.
- • The company says its AI tools cover firms managing an estimated $12 trillion in client assets and have processed 183 continuous years' worth of client meetings.
- • Proceeds will fund expansion from an AI meeting assistant into a broader intelligence and agentic AI orchestration layer for advisory firms.
Summary
Jump, a provider of artificial intelligence solutions for financial advisors and other financial services providers, announced the close of an $80 million Series B funding round led by global software investor Insight Partners, according to a Business Wire release dated February 19, 2026. The round includes new investors F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners, with additional investment from existing backers Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures, and angel investors Hans Tung, Ryan Anderson and Aaron Skonnard. The financing brings Jump's total capital raised to $105 million.
The company says it has scaled from zero to 27,000 advisors in less than two years since launch and now adds more than 2,000 advisors monthly. Jump states that nearly one in ten U.S. financial advisors uses its platform, which spans independent advisors, enterprise RIAs including Focus Financial Partners, Integrated Partners and Merit Financial Advisors, broker-dealers such as LPL Financial, Osaic and Cetera, and financial institutions including Allianz Life and Manulife. Jump claims its technology has processed a cumulative 183 continuous years of client meetings across firms managing an estimated $12 trillion in client assets. These figures are company-reported and have not been independently verified.
Co-founder and CEO Parker Ence said an enterprise RIA ranked Jump first among more than 40 AI pilots it ran last year for advisor impact and ROI, citing one to two hours saved per advisor per day and a meaningful increase in the firm's organic growth rate. Ence said the new capital will fund aggressive investment in product research and development toward an AI-native operating system.
Crissy Behrens, managing director at Insight Partners, said Jump is "defining the category for AI in financial services," citing product velocity, enterprise traction and product vision. Eric Thomes, chief distribution officer at Allianz Life, said Jump's advisor-first approach can help financial professionals today and in the years ahead.
Over the coming year, Jump plans to address operational friction, organic growth and client experience, and to move beyond automation toward agentic, insight-driven capabilities that proactively identify opportunities, risks and next best actions for advisors. The company is also expanding enterprise-grade functionality for complex firm structures and large-scale deployments. Jump was founded in 2023 and describes its platform as offering more than 20 AI-powered features covering meeting prep, note-taking, CRM updates and growth insights.
The company says it has scaled from zero to 27,000 advisors in less than two years since launch and now adds more than 2,000 advisors monthly. Jump states that nearly one in ten U.S. financial advisors uses its platform, which spans independent advisors, enterprise RIAs including Focus Financial Partners, Integrated Partners and Merit Financial Advisors, broker-dealers such as LPL Financial, Osaic and Cetera, and financial institutions including Allianz Life and Manulife. Jump claims its technology has processed a cumulative 183 continuous years of client meetings across firms managing an estimated $12 trillion in client assets. These figures are company-reported and have not been independently verified.
Co-founder and CEO Parker Ence said an enterprise RIA ranked Jump first among more than 40 AI pilots it ran last year for advisor impact and ROI, citing one to two hours saved per advisor per day and a meaningful increase in the firm's organic growth rate. Ence said the new capital will fund aggressive investment in product research and development toward an AI-native operating system.
Crissy Behrens, managing director at Insight Partners, said Jump is "defining the category for AI in financial services," citing product velocity, enterprise traction and product vision. Eric Thomes, chief distribution officer at Allianz Life, said Jump's advisor-first approach can help financial professionals today and in the years ahead.
Over the coming year, Jump plans to address operational friction, organic growth and client experience, and to move beyond automation toward agentic, insight-driven capabilities that proactively identify opportunities, risks and next best actions for advisors. The company is also expanding enterprise-grade functionality for complex firm structures and large-scale deployments. Jump was founded in 2023 and describes its platform as offering more than 20 AI-powered features covering meeting prep, note-taking, CRM updates and growth insights.
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