Tech Company Financing Transactions
Jump Funding Round
On 2/3/2025, Jump landed $20 million in Series A financing from Battery Ventures, Citi Ventures and Pelion Venture Partners.
Transaction Overview
Company Name
Announced On
2/3/2025
Transaction Type
Venture Equity
Amount
$20,000,000
Round
Series A
Investors
Proceeds Purpose
The company intends to use the funds to accelerate product innovation, building out its suite of advisor specific AI workflows and agentic AI work outputs.
Company Information
Company Status
Private & Independent
Industry
Software
Mailing Address
50 W Broadway 333
Salt Lake City, UT 84101
USA
Salt Lake City, UT 84101
USA
Phone
Undisclosed
Website
Email Address
Overview
Founded in 2023 by repeat financial technology and data entrepreneurs working closely with dozens of RIAs, Jump is the future of automation for financial advisory and wealth management firms. We believe that financial advisors won't be going away in the age of AI--on the contrary, the most important part of an advisor's job is creating a lasting and trusting relationship with their clients.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Parker Ence
Chief Operating Officer
Tim Chaves
Chief Technical Officer
Adam Kirk
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