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RIA Edge West
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA

Jump

Profile

Jump is the leading AI meeting assistant helping advisors cut meeting admin by 90% while elevating the advisor and client experience. Jump puts meeting prep, notes, compliance documentation, CRM updates, client recap emails, financial data extraction, and follow up tasks on AI autopilot so advisors can process meetings in 5 min, not 60. Made for advisors, 100% customizable, deep advisortech integrations, safe and compliant. Jump's technology was named Best in Show (WealthManagement EDGE), as a 3 category Wealthies Finalist, as a top Fintech in the FutureProof showcase, and more. Jump is trusted by 700+ advisor teams with more joining daily