Jump raised $80 million in a Series B led by Insight Partners, bringing total funding to $105 million. The wealthtech startup is expanding from AI meeting automation into an enterprise-grade AI operating layer for financial advisory firms.
Salt Lake City, Utah — February 19, 2026
Jump has raised $80 million in a Series B round led by Insight Partners (New York), bringing total funding to $105 million. New investors include F-Prime (Cambridge, MA), Allianz Life Ventures (Golden Valley, MN), TIAA Ventures (New York) and Peterson Partners (Salt Lake City), with follow-on participation from Battery Ventures (Boston), Sorenson Capital (Lehi, UT), Pelion Venture Partners (Draper, UT) Citi Ventures (San Francisco), and angel investors Hans Tung, Ryan Anderson and Aaron Skonnard.
The raise follows Jump’s $20 million Series A led by Battery in February 2025, marking a rapid funding progression for the Salt Lake City-based startup, which launched in January 2024.
Founded in 2022 by Parker Ence, Tim Chaves and Adam Kirk, Jump launched publicly in January 2024 as an AI meeting assistant for financial advisors. Chaves previously founded ZipBooks, later acquired by Divvy and then by Bill.com — giving the team prior fintech exit experience.
Jump initially focused on automating meeting prep, note-taking, CRM updates and compliance documentation. That wedge appears to have worked. The company says it now serves 27,000 advisors and adds roughly 2,000 per month. The company says nearly one in ten U.S. financial advisors uses its platform.
Jump’s customer base spans independent RIAs, broker-dealers and insurers, including firms such as LPL Financial and Integrated Partners. The company says its technology has processed the equivalent of 183 cumulative years of client meetings and supports firms managing an estimated $12 trillion in client assets.
With the new capital, Jump plans to move beyond task automation into what it describes as an AI-native operating layer for advisory firms. It is adding intelligence and workflow orchestration aimed at reducing operational friction, driving organic growth and improving client experience. The company is also investing in more agentic AI capabilities designed to surface risks, opportunities and next-best actions for advisors, alongside expanded enterprise-grade compliance controls.
Insight Partners Managing Director Crissy Behrens said the firm views Jump as defining the AI category in financial services, citing enterprise traction and product velocity.
"Just really really grateful to so many people that have helped turn Jump - Advisor AI from a tiny spark of an idea into what it is today, a company with over 200 team members and serving a significant percentage of financial advisors in the US." said Jump's President and COO, Tim Chaves on LinkedIn.
He continued:
"I have been blown away as I've watched so many who've joined our team dedicate so much time, care, and craft to what we're building. I wish I could tag every single one of you! And I'm honored to work with our customer base of financial advisors. I hope Jump can continue to empower them as AI changes everything so quickly. What advisors do is real, dignified work full of human connection, and it matters to me to live in a world where that still matters."
Learn more about Jump at jumpapp.com.
See previous TechBuzz coverage of Jump here and here.