Some startups raise capital. Others jump levels. Jump just pulled in $80M in Series B funding, led by Insight Partners, with F-Prime, Allianz Life Ventures, TIAA Ventures, and Peterson Partners stepping into the ring, and Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures running it back. Total raised now sits at $105M. Not a typo. Not a flex. Just velocity.
Congratulations to Parker Ence, Co-Founder and CEO, and to Co-Founders Tim Chaves and Adam Kirk for building something advisors did not know they needed until they could not imagine working without it.
Founded in 2022 and launched publicly in January 2024, Jump did not stroll into wealth management. It studied the room. Financial advisors were drowning in meetings, notes, compliance logs, CRM updates, recap emails. The real work was happening after the client left. So Jump built an AI-native operating system that handles the before, during, and after of every conversation. Prep. Transcribe. Summarize. Sync. Follow up. Quietly. Accurately. At scale.
Today, more than 27,000 advisors use Jump. Nearly 1 in 10 U.S. financial advisors. The platform has processed the equivalent of 183 years of client meetings. Let that breathe for a second. Firms on the platform represent roughly $12T in client assets. That is not a feature set. That is distribution.
This is what happens when product discipline meets market timing. Jump focused on a narrow audience and went deep. Compliance-ready workflows. CRM integrations like Redtail, Wealthbox, and Salesforce. SOC 2 alignment. Built for RIAs and broker-dealers who do not have patience for generic AI toys. Advisors save significant time on meeting-related admin, and leadership gets visibility into activity and opportunity. Less data entry. More advice. More growth.
Insight Partners does not write $80M checks for vibes. They back software that becomes infrastructure. The participation from Allianz Life Ventures and TIAA Ventures signals something else. Incumbents are not ignoring artificial intelligence in wealth management. They are underwriting it.
There is a lesson here for founders watching from the sidelines. Jump did not try to be everything to everyone. It picked a lane, learned the language, earned trust, then scaled. Artificial intelligence is loud right now. Jump made it useful.
