Jump Raises $80 Million Series B to Expand AI Platform for Financial Advisors

Funding led by Insight Partners will fuel growth of Jump's AI-powered operating system for advisory firms

Published on Feb. 24, 2026

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Jump, a provider of AI solutions for financial advisors, has announced the close of an $80 million Series B funding round led by global software investor Insight Partners. The round includes participation from new investors F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners, as well as existing investors. This financing brings Jump's total capital raised to $105 million. Jump has rapidly scaled to 27,000 advisors in less than two years, making it a core platform across the industry.

Why it matters

The new funding will allow Jump to accelerate its vision for an AI-native operating system for financial advisory firms, building on the success of its AI meeting assistant and expanding into a comprehensive intelligence and AI orchestration layer. This highlights the growing importance of AI-powered solutions in the financial services industry as firms look to enhance operations, drive organic growth, and improve client experiences.

The details

The $80 million Series B round was led by Insight Partners, with participation from new investors F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners, as well as existing investors Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures. Jump plans to use the new capital to invest in product research and development as it expands its AI-powered capabilities beyond automation to include proactive insights and recommendations for advisors.

  • Jump was founded in 2023.
  • Jump raised a $20 million Series A round led by Battery Ventures last year.
  • Jump has scaled from zero to 27,000 advisors in less than two years since launch.
  • Jump is now adding more than 2,000 new advisors each month.

The players

Jump

A leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers.

Insight Partners

A global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries.

Parker Ence

Co-founder and chief executive officer of Jump.

Crissy Behrens

Managing director at Insight Partners.

Eric Thomes

Chief distribution officer at Allianz Life.

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What they’re saying

“An enterprise RIA recently shared that Jump ranked number one among more than 40 AI pilots they ran last year in terms of delivering real advisor impact and measurable ROI for the firm.”

— Parker Ence, Co-founder and chief executive officer of Jump (businesswire.com)

“We believe Jump is defining the category for AI in financial services. The team has demonstrated exceptional product velocity, strong enterprise traction and a clear product vision for where AI is headed in wealth management and beyond.”

— Crissy Behrens, Managing director at Insight Partners (businesswire.com)

“The power of AI presents an opportunity for financial professionals to enhance their operations to better serve their clients. Jump is focused on the type of practical, advisor-first innovation that can help financial professionals today and in the years ahead.”

— Eric Thomes, Chief distribution officer at Allianz Life (businesswire.com)

What’s next

Over the coming year, Jump plans to apply its AI-powered capabilities across a growing number of high-impact workflows aimed at solving three fundamental challenges faced by financial services firms: operational friction, organic growth, and client experience.

The takeaway

Jump's rapid growth and the new $80 million Series B funding round highlight the increasing demand for AI-powered solutions in the financial services industry. As firms look to enhance operations, drive organic growth, and improve client experiences, platforms like Jump that provide an AI-native operating system are poised to play a key role in the industry's digital transformation.