Jump is the #1 AI-powered operating system for financial services professionals. Transforming the wealth tech industry since launching in 2023, Jump reduces busywork by automating meeting prep, note-taking, recaps, follow-ups and CRM updates. The platform also deepens advisor relationships with clients by surfacing growth insights like held-away assets, while embedding industry-leading compliance. Jump is the system of choice for over 30,000 advisors, RIAs such as Focus Financial Partners, Integrated Partners and Merit Financial Advisors, and broker-dealers including LPL Financial, Osaic and Cetera.