Jump - Advisor AI
Jump builds AI software for financial advisors, integrating with CRM systems and other tools through 40+ connections. The platform is used by over 35,000 advisors at firms like LPL Financial and Cetera, with adoption rates exceeding 90% within days of deployment.
The growth story
Jump - Advisor AI grew from 1 to 249 employees between 2023 and 2026, raising $109M along the way, most recently a Series B in February 2026.
About
Jump provides an AI platform tailored for financial advisors, focusing on compliance and regulatory alignment. The software integrates with existing CRM systems and tech stacks, offering tools for data intake and follow-up processes. It aims to streamline advisor workflows while maintaining industry standards.
The company has raised $109M in funding, including a Series B round in February 2026. With 249 employees, Jump has established a significant presence in the financial services software market, particularly among major advisory firms.
Founders and leadership
Jump's largest function is sales, accounting for 64 employees. The company is headquartered in Salt Lake City, Utah, and was founded in 2023. Its leadership includes investors from Battery Ventures, Citi Ventures, and Insight Partners.
The Jump - Advisor AI org chart
Parker Ence (CEO & Cofounder) leads 60 mapped leaders with 3 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Sales 88 (+91% YoY), Engineering 55 (+129% YoY), Business Development 15 (+88% YoY), Operations 13 (+550% YoY), Product Management 12 (+200% YoY), Information Technology 10 (+67% YoY).
Talent flow
Jump recruits heavily from Brigham Young University, which accounts for 11 hires. Other notable talent sources include Divvy from BILL and Nitrogen, each contributing 9 employees. Alumni have moved to roles at Archer Investment Management and Thomson Reuters Ventures.
Most common previous employers of Jump - Advisor AI staff: Brigham Young University (11), Divvy from BILL (9), Nitrogen (9), BILL (7), Lucid Software (6), The Church of Jesus Christ of Latter-day Saints (6). Former Jump - Advisor AI employees most often moved to Archer Investment Management (2), Thomson Reuters Ventures (1), Northwestern Mutual (1), People Not Resumes (1), Gridspace (1), Onward (1).
Alumni worth knowing
Hiring now
Web traffic
Traffic mix: 47% direct, 35% search, 15% social, 0% paid.
What this company is made of
Most common skills at Jump - Advisor AI: Leadership (90), Microsoft Excel (84), Communication (76), Customer Service (73), Microsoft Office (66), Sales (64), Public Speaking (58), Microsoft PowerPoint (50).
Where the team actually sits
Jump - Advisor AI people are concentrated in Utah, United States (57), Salt Lake City Metropolitan Area (34), California, United States (15), United States (12).
Search footprint
Jump - Advisor AI attracts about 345 organic search visits a month, traffic worth roughly $14K a month if bought through ads. It gained 203 ranking keywords and lost 180 in the last period.
What employees say
- Compensation
- 4.70 / 5
- Career opportunities
- 4.60 / 5
- Senior management
- 4.50 / 5
- Work-life balance
- 4.20 / 5
Frequently asked
Jump - Advisor AI has 249 employees as of September 2026.
Jump - Advisor AI has raised $109M in total, most recently a Series B round in February 2026.
Jump - Advisor AI was founded in 2023 by Parker Ence.
Parker Ence (CEO & Cofounder) sits at the top of Jump - Advisor AI's reporting structure, with 3 direct reports.
The most common previous employers of current Jump - Advisor AI staff are Brigham Young University (11 people), Divvy from BILL (9 people), Nitrogen (9 people).
Former Jump - Advisor AI employees most often move to Archer Investment Management (2), Thomson Reuters Ventures (1), Northwestern Mutual (1).
Jump - Advisor AI attracts about 345 organic search visits a month, worth roughly $14K a month in equivalent ad spend.
The most common skills among Jump - Advisor AI staff are Leadership, Microsoft Excel, Communication, Customer Service, Microsoft Office.
Jump - Advisor AI staff are concentrated in Utah, United States (57), Salt Lake City Metropolitan Area (34), California, United States (15).
Jump - Advisor AI has about 88 people in Sales, up 91% over the past year, as of September 2026.
Jump - Advisor AI has about 55 people in Engineering, up 129% over the past year, as of September 2026.
Computed from 204 current and 36 former Jump - Advisor AI profiles, as of September 2026. Source: Crustdata.
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