Financial services industries run on conversations. Whether it’s a wealth advisor gathering feedback from a client, a broker discussing next steps on an important transaction, or an accountant suggesting a new tax strategy, the most important moments in this industry still happen live. However, ask any practitioner, and you’ll hear the same complaint: note-taking is arduous, time-consuming, and often leads to gaps in documentation, not to mention distracting from 1:1 client relationship-building.
This creates friction everywhere. Slower follow-through, inconsistent records, operational risk, and highly paid teams spending far too much time on manual, after-the-fact administrative work. That’s why Insight Partners is investing in Jump, the AI-powered operating system for financial services professionals.
Jump is built around a simple idea: conversations are the front door to financial services workflows, and everything downstream should flow cleanly from them. Meeting notes should be the primitive powering every other step of a financial advisor’s workflow.
Before meetings, Jump assembles relevant client context so teams walk in aligned and prepared. During meetings, virtual or in-person, Jump’s scribe can capture conversations without disrupting the interaction. After meetings, it turns the discussions into structured outputs, including notes, tasks, follow-ups, CRM updates, and compliance-ready records, using complex AI agents and automation. Jump is intentionally designed to meet robust compliance and audit requirements, and to integrate deeply with the systems that firms already rely on.
This combination of deep workflow fit, enterprise-grade integrations, and compliance-first design is why Jump has moved quickly from individual usage to firm-wide adoption across large financial institutions. Today, Jump supports over 27,000 users, with users reporting over ten hours of time saved each week and a 2x increase in capacity for client meetings.
Beyond core meeting workflows, Jump delivers firm-level intelligence by surfacing trends across conversations, enabling coaching and oversight, and giving leadership real visibility into what’s happening across their organizations. As a result, Jump has become a critical layer that firms increasingly rely on — not just to save time, but to deepen client relationships and improve consistency, quality, and operational control across the business. We are excited by the company’s evolving platform strategy, which delivers a robust end-to-end agentic workflow platform, becoming the AI-native operating system for the modern financial services professional.
The Jump team is central to our conviction. Founders Parker, Tim, and Adam are long-time collaborators who built their first company together more than a decade ago, and they bring that shared history and hard-earned perspective to Jump today. When we referenced them, we consistently heard the same themes: they are thoughtful, high-integrity, product-driven, and deeply committed to their customers and building something enduring. They’ve built a team that attracts top-tier talent and maintains a very high bar, moving fast with clear priorities and disciplined execution. That balance shows up in both the pace of shipping and product innovation, and the quality of Jump’s platform.
With its seven-time award-winning AI-native technology, Jump has established clear leadership in a category that is rapidly attracting attention, from potential customers and investors alike. The team is moving quickly to extend its lead as look-alike solutions emerge. The market pull and momentum are driven by a rare combination: acute customer pain, technology that delivers immediate and tangible return on investment, and a team executing with urgency and clarity.
We believe Jump will be a critical layer of modern financial services infrastructure, one that connects conversations to action at scale, and we are thrilled to partner with the team as they continue to pull ahead and extend the leadership position they have already earned.
