About Jump
Jump is an AI platform built for financial advisors and wealth managers that automates meeting preparation, note-taking, compliance documentation, CRM updates, and client follow-up emails. It integrates with key advisor systems to streamline administrative workflows and support regulatory compliance. The platform enables advisors to process meetings in minutes rather than hours, serving enterprise firms and independent advisors alike.
Company details
Funding
Total raised
$105M
Last stage
Series B
Investors
Founders
Tim Chaves
2x fintech entrepreneur and full-stack software engineer. Previously founded ZipBooks, accounting software sold to Divvy in 2019 and subsequently to Bill.com in 2021. MBA from Harvard Business School.
Adam Kirk
Experienced software architect and engineering leader. Previously Principal Architect at PDQ and Head of Engineering at ZipBooks. BS in Computer Science from the University of Utah.
Parker Ence
4x technology CEO with experience in fintech, data, and AI. Previously CEO of Veraset (big data) and CEO of Dental Warranty Corp. Holds an MBA from Stanford GSB and a BS in Economics from University of Utah.
LinkedInWhat happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.