Parker Ence, Co-Founder & CEO at Jump joined Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s mission to empower financial advisors by cutting out administrative tasks with AI.
Launched in 2023, Jump’s advisor-focused AI notetaker has already attracted over 3,000 users and formed partnerships with industry leaders including LPL Financial, Sanctuary Wealth, and Mission Wealth. In February 2025, Jump closed a $20 million Series A funding round to further accelerate its growth.
Ence emphasized Jump’s mission to eliminate time-consuming administrative work for advisors. Looking ahead, the platform plans to expand its capabilities across the full client lifecycle, with enhanced features for pre- and post-meeting workflows, CRM integration, data entry automation, and actionable intelligence.
Learn more at Jump.AI