Jump uses AI and deep integrations to automate the mundane parts of advisor meetings. It takes detailed notes, creates tasks and follow-ups, and syncs data with your CRM, all in just a few minutes. The meeting notes are fully customizable to match your preferred style.

What are the key features of Jump?

Key features of Jump include one-click CRM updates, pre-meeting prep one-pagers, follow-up emails, smart syncable tasks, and a mobile app. Jump stands out with its ultra-deep integrations with Salesforce, Redtail, and Wealthbox.

You can try Jump for free or schedule a demo to see how it can transform your meetings and client communications. Jump is a game-changer for advisors who want to spend less time on busywork and more time serving clients.

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Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Jump AI

$18.0M revenue • 120 employees • United States

Last Updated May 2, 2025

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Company Overview

Company Name

Jump AI

Address

United States

Website

jumpapp.com

Approx. Annual Revenue

$18.0M

Employees

120

Established

2009

About Jump AI

This company, founded in 2009, is based in the United States and has approximately 51 employees. The company provides an AI-powered meeting assistant called Jump, which helps wealth advisors streamline their meeting processes, automate note-taking, and integrate with their existing technology stack.

Business Profile

Read from the Jump AI website on Oct 14, 2026. Hover an item to see the exact wording it came from.

Licenses, certifications & awards

SOC 2 CertifiedIndustry certified

About the website

Website quality (AI-assessed): 9/10 · Current copyright 2026; Complete product and pricing info

Recent changes

What changed on the Jump AI website and Google listing, as detected by Coldlytics on each visit.

Oct 14, 2026
Estimated revenue band moved from $1M-2.5M to $10M-25M
Oct 14, 2026
Estimated headcount moved from 6-10 to 101-250 employees

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

Voyager DB

Contact Research

People Search

Chrome Extension

Integrations

Jump AI

Company Overview

Company Name

Address

Website

Approx. Annual Revenue

Employees

Established

About Jump AI

Business Profile

Licenses, certifications & awards

About the website

Recent changes

Companies near CA

Frequently Asked Questions about Jump AI

How does Jump work?

What are the key features of Jump?

How can I try Jump?

Advertising Pixels

Technologies Used

Social Profiles

Key Decision Makers