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Jump

From $50Visit site (opens in a new tab)

AI meeting assistant for financial advisors. Its own site says: โ€œJump is the AI software that gives financial advisors a true AI assistant.โ€

Paid from: $50 per advisor/mo (as listed)Free tier: noLast verified 2026-10-13Site check: live

Source: vendor pricing page. Prices change; confirm on the vendor site.

Where Jump ranks

Ranked in 2 TaskRanking use cases.

Rank 2AI meeting notes for financial advisorsWealth & AdvisoryRank 5Tax planning software for advisorsWealth & Advisory
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