Krux
February 20, 2026
Jump Raises $80M to Automate Financial Advisors with AI
Published: February 20, 2026 at 12:56 AM
Updated: February 20, 2026 at 12:56 AM
100-word summary
Jump just closed an $80 million Series B led by Insight Partners, bringing its total funding to $105 million. The company builds an AI operating system for financial advisors, automating meeting prep, notes, follow-ups, and CRM updates with over 20 AI features. Already, 27,000 advisors use the platform (about 10% of U.S. advisors), managing $12 trillion in assets, with 2,000 new advisors joining monthly. Advisors save 1 to 2 hours daily while staying compliant. The cash will fuel Jump's evolution from automation tool to proactive intelligence layer, identifying risks and opportunities before advisors even ask. As AI reshapes professional services, Jump's traction signals wealth management is next for an efficiency...
What happened
Jump just closed an $80 million Series B led by Insight Partners, bringing its total funding to $105 million. The company builds an AI operating system for financial advisors, automating meeting prep, notes, follow-ups, and CRM updates with over 20 AI features. Already, 27,000 advisors use the platform (about 10% of U.S. advisors), managing $12 trillion in assets, with 2,000 new advisors joining monthly. Advisors save 1 to 2 hours daily while staying compliant. The cash will fuel Jump's evolution from automation tool to proactive intelligence layer, identifying risks and opportunities before advisors even ask.
Why it matters
As AI reshapes professional services, Jump's traction signals wealth management is next for an efficiency revolution.