Jump, a Salt Lake City, Utah–based provider of AI solutions for financial advisors and other financial services professionals, has raised $80 million in a Series B funding round, bringing its total funding to $105 million.
Investors
The round was led by Insight Partners, with participation from F-Prime, Allianz Life Ventures, TIAA Ventures, Peterson Partners, Battery Ventures, Sorenson Capital, Pelion Venture Partners, Citi Ventures, and angel investors Hans Tung, Ryan Anderson, and Aaron Skonnard.
Insight Partners is a global software investor that partners with high-growth technology, software, and internet startups and scale-ups, driving transformative change across industries. With more than $90 billion in regulatory assets under management, Insight Partners has invested in over 875 companies worldwide, with more than 55 portfolio companies having gone public. Headquartered in New York City, the firm also has offices in London, Tel Aviv, and the Bay Area. Its mission is to find, fund, and collaborate with visionary executives, providing tailored, hands-on software expertise throughout their growth journey, from initial investment to IPO.
Jump Use of Funds
The company will use the funding to support product research and development, expand Jump’s AI intelligence and orchestration layer, and scale deployment across modern advisory firms.
About Jump
Led by CEO Parker Ence, Jump is an AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2023, the platform delivers over 20 AI-powered features, including automating meeting preparation, note-taking, recaps, follow-ups, and CRM updates. It also surfaces growth insights while embedding industry-leading compliance. Headquartered in Salt Lake City, Utah, Jump now serves nearly 10% of U.S. financial advisors, including enterprise RIAs such as Focus Financial Partners, Integrated Partners, and Merit Financial Advisors; independent broker-dealers such as LPL Financial, Osaic, and Cetera; as well as major institutions like Allianz Life and Manulife.
Funding Details
Company: Jump
Raised: $80.0M
Round: Series B
Funding Date: February 2026
Lead Investor: Insight Partners
Additional Investors: F-Prime; Allianz Life Ventures; TIAA Ventures; Peterson Partners; Battery Ventures; Sorenson Capital; Pelion Venture Partners; Citi Ventures; angel investors Hans Tung, Ryan Anderson, Aaron Skonnard
Company Website: https://jump.ai/
Software Category: AI Wealthtech / Financial Advisor Operating System
Source: https://www.businesswire.com/news/home/20260219487440/en/