Jump – Advisor AI · Pricing Plans
Jump And 8211 Advisor Ai Plans Pricing
Jump And 8211 Advisor Ai Plans Pricing is the pricing profile for Jump – Advisor AI on the APIs.io network — every figure transcribed verbatim from the provider’s own pricing page on 2026-10-07.
It defines 4 plans, including Core plan — Meet — $ 100 per advisor/mo; Onboard (Add-on) — $ 50 per advisor/mo; Grow (Add-on) — $ 50 per advisor/mo, and 1 more.
The page prices the business product the API comes with, not the API alone, priced per seat; the service is delivered as managed.
Tagged areas include Company, Artificial Intelligence, Financial Advisors, Wealth Management, and Fintech.
4 Plans
Prices the product
Basis: per seat
Delivered: managed
Transcribed from the provider's pricing page on 2026-10-07 — jump.ai/pricing.
View Source
CompanyArtificial IntelligenceFinancial AdvisorsWealth ManagementFintechAI AssistantMeeting NotesIntegration
Plans
Core plan — Meet
month
$ 100 per advisor/mo per per advisor
Includes: AI notetaker, Unlimited meetings, Pre-meeting preparation, Follow-up tasks & emails, Sync to CRM or financial planning tools, Meeting scheduling
Onboard (Add-on)
month
$ 50 per advisor/mo per per advisor
Includes: AI-assisted account opening, Automatic form completion, Document intake, CRM field mapping, Sync forms to CRM, Scrape documents
Grow (Add-on)
month
$ 50 per advisor/mo per per advisor
Includes: Meeting analytics & insights, Topics & trends monitoring, Proactive client recommendations, Conversation guides, Advisor coaching, Revenue opportunity sourcing
Enterprise
none
Contact sales
Includes: API & build access, SSO, Custom attestations, SCIM/SAML, Compliance dashboard, Conditional features, Custom disclosures, Personalized configuration
Sources
Work with this as data
Every plan here is available over the APIs.io API and to AI agents over MCP.