Jump, AI software for financial advisors, has raised $4.6 million in funding led by Sorenson Capital with significant participation from Pelion Venture Partners and strategic angel investors.

Jump enables advisors to concentrate on their core competencies-advising and building relationships with clients-by using AI to automate repetitive administrative tasks like notetaking, sifting through data from previous client calls and notes to prepare for meetings, writing follow-up emails, generating task lists, and syncing relevant data to CRM (including deep integration with Wealthbox, Redtail, and Salesforce).

“We’re thrilled to partner with Sorenson Capital and Pelion so that we can do even more to help financial advisors minimize time spent on client meeting admin while elevating the client and advisor experience,” said Parker Ence, CEO and Co-founder of Jump. “The Jump team is proud to play a part in helping advisors future-proof the critical work they do in the age of AI as they help their clients navigate some of the most important decisions in their lives.”

After its founding by Ence, Tim Chaves, and Adam Kirk in 2022, Jump launched in January 2024, following over a year of intensive R&D, including a closed beta. After just a few months, hundreds of RIA and Broker-Dealer advisors are using Jump, which has grown almost entirely from organic word of mouth.