An AI meeting assistant — now a broader "AI operating system" — built for financial advisors. Captures client meetings, preps you beforehand, and turns conversations into CRM updates, follow-ups, and tasks.
Researched by Jeff Chapman · last checked June 24, 2026Third-party write-ups cite real-world all-in costs of roughly $100–$150/advisor/mo depending on modules — treat as an estimate and get a quote, since only Meet is vendor-public. (jump.ai/pricing)
~38 integrations across CRM, planning, portfolio, custodian, and conferencing. The advisor-stack checklist:
Full list at jump.ai/integrations. If your firm standardizes on MoneyGuidePro, plan updates likely stay manual — verify with the vendor.
Jump runs a public Trust Center documenting a real security program — rendered and verified for this brief on June 24, 2026. Confirmed there:
The SOC 2 report and security-test results require requesting access through their Trust Center — standard for a compliance file.
For a tool like this, the most trustworthy signal isn't online star ratings — it's the financial-advisor industry's own annual surveys. By those, Jump is the clear leader; the honest knocks are price and occasional note accuracy.
Public ratings (as of June 2026): G2 4.7/5 across 91 reviews · Apple App Store 4.9/5 (~1,000 ratings). No Capterra or TrustRadius listing yet.
Pick instead when you want lower cost and an audio-only, no-recording capture model with simpler privacy — and native routing to Smarsh/Global Relay.
Pick instead when you need genuine multilingual capture (Spanish, Mandarin) at a lower seat price.
Consider at 50+ advisors when you want full workflow control and want to undercut multi-year licensing.
Trying to figure out whether Jump — or something else — actually fits your firm? That's exactly what I do.
Book 15 minutes with Jeff →