Jump
About Jump
Jump provides software that automates administrative tasks for financial advisors and wealth managers. The platform converts meetings, emails and documents into notes and workflows while offering real-time account opening solutions for Schwab and Fidelity. Recent coverage has focused on integrations with third-party financial planning tools and the reduction of advisor onboarding times.
FF News has published 2 stories featuring Jump, most recently "Anthropic Expands Claude for Financial Advisors with FINNY, Jump, and Conquest Integrations" (27 October 2026).