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Jump Stock

Jump provides an artificial intelligence platform designed for financial advisors and other financial services professionals.

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About Jump Stock

Founded

2023

Headquarters

Salt Lake City, UT, US

Industries

Software, Artificial Intelligence, Data and Analytics

Jump is a technology company that provides an artificial intelligence platform designed for financial advisors and other financial services professionals. Its products automate administrative tasks related to client meetings, including preparation, note-taking, compliance documentation, CRM updates, follow-ups, and client recaps, enabling users to integrate data and workflows across existing tools. The platform also offers insights and customization options that support deeper client engagement and workflow alignment with industry requirements. Jump’s services include integration with key advisor systems and features aimed at supporting regulatory compliance within advisory operations. Its offerings are oriented toward enhancing productivity and operational efficiency in advisor workflows.

Jump Press Mentions

Stay in the know about the latest news on Jump

Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors

businesswire • Jun 26, 2026

Salesforce launches Agentic Advisor as AI notetakers threaten CRM dominance

investmentnews • Jun 19, 2026

Jump Collaborates With Markel and Joseph Caruso & Associates to Expand Access to AI and Insurance Solutions for Advisors

businesswire • Apr 30, 2026

Jump Expands Leadership Team to Accelerate Next Phase of AI Operating System Growth

businesswire • Apr 24, 2026

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide

morningstar • Apr 13, 2026

Jump Management

Leadership team at Jump

Co-founder & COO

Tim Chaves

Co-founder & CTO

Adam Kirk

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Trading Jump Stock

How to invest in Jump stock?

Accredited investors can buy pre-IPO stock in companies like Jump through EquityZen funds. These investments are made available by existing Jump shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process for buying Pre-IPO Shares.

How to sell Jump stock?

Shareholders can sell their Jump stock through EquityZen's private company marketplace. EquityZen's network includes over 470K accredited investors interested in buying private company stock. Learn more about the Shareholder liquidity process.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. See more information on Express Deals and pre-IPO exit information.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 56K private placements completed across 500+ companies, EquityZen leads the way in delivering "Private Markets for the Public."

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