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Jump
In one line: AI assistant for financial advisors that turns meetings, emails and documents into notes and workflows.
| Best for | Advisors who want meeting notes plus follow-up workflows |
|---|---|
| Category | Meeting notes & CRM notes |
| Free option | Not confirmed; check vendor site |
| Pricing | From $100/advisor/mo · See all plans (as of October 21, 2026) |
| Website | jump.ai/ |
| Last checked | October 21, 2026 |
What it does
Jump positions itself as AI software built for financial services: it turns meetings, emails and documents into notes, workflows and audit-ready records, and says it can be configured to match a firm's compliance policy.
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Alternatives to Jump
Zocks
Firms that want deep CRM integrations
Zeplyn
RIAs and enterprise wealth firms
Finmate AI
Advisors who want admin work and form-filling automated
Compare: Jump vs Zocks · Jump vs Finmate AI · Jump vs Zeplyn · Jump vs Fathom · Jump vs Otter.ai
From the blog
Meeting notes
Best AI Notetakers for Financial Advisors (2026)
The best AI notetakers for financial advisors in 2026: Jump, Zocks, Zeplyn, Finmate AI, Fathom and Otter compared on adoption, pricing, privacy and CRM fit.
October 21, 2026 · 7 min read
Comparisons
Jump vs Zocks: Which AI Assistant Should Advisors Choose? (2026)
Jump vs Zocks for financial advisors: 2026 market share and ratings, pricing, recording vs. no recording, integrations, security, and who should choose each.
October 21, 2026 · 5 min read
Related guides
FAQ
What is Jump?
AI assistant for financial advisors that turns meetings, emails and documents into notes and workflows.
Who is Jump best for?
Advisors who want meeting notes plus follow-up workflows. It is in our meeting notes & crm notes category.
How much does Jump cost?
As of October 21, 2026, Jump's website lists: Meet (core plan), $100/advisor/month; Onboard (add-on), $50/advisor/month; Grow (add-on), $50/advisor/month.
What are alternatives to Jump?
Zocks, Zeplyn, Finmate AI.