Jump – Advisor AI

Jump is an AI operating system for financial advisors, used by 35,000+ advisors and ranked #1 across T3, Kitces, and The Oasis Group reports. It organizes its capabilities into three products — Meet (AI notetaker, pre-meeting prep, agendas, automatic follow-ups, and scheduling), Grow (opportunity signals, playbooks, scorecards, surveys, and dashboards), and Operate (AI Associate, unified client profiles, and email assistance) — built on a unified data, integration, and agentic AI orchestration foundation. Jump is integration-led rather than a public-API provider: it ships 39+ two-way integrations with CRMs (Salesforce, Wealthbox, Redtail, HubSpot, AdvisorEngine), financial planning tools (eMoney, RightCapital, Asset-Map), portfolio management (Orion, Black Diamond), custodians (Charles Schwab), and meeting/VoIP platforms (Zoom, Teams, Google Meet, RingCentral), pushing compliance-ready records straight into advisors' systems of record. Backed by Insight Partners. No public developer API or portal is published as of this profile.

Jump – Advisor AI is profiled on the APIs.io network. Tagged areas include Company, Artificial Intelligence, Financial Advisors, Wealth Management, and Fintech.

Jump – Advisor AI’s developer surface includes engineering blog, pricing, signup flow, and 8 more developer resources.

🌐 Visit website 📡 Source on GitHub

17.6/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-08-21 · rubric v0.12.0

0 APIs

Company Artificial Intelligence Financial Advisors Wealth Management Fintech AI Assistant Meeting Notes Integration

Kin Score

Kin Score How this is scored →
scored 2026-08-21 · rubric v0.12.0

Composite quality — 17.6/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 0.5 / 20

Access Clarity 12.1 / 20

Operational Transparency 0.0 / 13

Contract Governance 0.0 / 12

Discoverability 5.0 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/jump-and-8211-advisor-ai: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Get Started 2

Portal, sign-up, and the first successful call

SignUp

SignUp

Login

Access & Security 3

Authentication, authorization, and security posture

TrustCenter

TrustCenter

Compliance

Compliance

DomainSecurity

DomainSecurity

Commercial 3

Pricing, plans, and the legal terms of use

Pricing

Pricing

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 3

The organization behind the API

Website

Website

Blog

Blog

LinkedIn

Source (apis.yml)

aid: jump-and-8211-advisor-ai
name: Jump &#8211; Advisor AI
description: 'Jump is an AI operating system for financial advisors, used by 35,000+ advisors and ranked #1 across T3, Kitces,
  and The Oasis Group reports. It organizes its capabilities into three products — Meet (AI notetaker, pre-meeting prep, agendas,
  automatic follow-ups, and scheduling), Grow (opportunity signals, playbooks, scorecards, surveys, and dashboards), and Operate
  (AI Associate, unified client profiles, and email assistance) — built on a unified data, integration, and agentic AI orchestration
  foundation. Jump is integration-led rather than a public-API provider: it ships 39+ two-way integrations with CRMs (Salesforce,
  Wealthbox, Redtail, HubSpot, AdvisorEngine), financial planning tools (eMoney, RightCapital, Asset-Map), portfolio management
  (Orion, Black Diamond), custodians (Charles Schwab), and meeting/VoIP platforms (Zoom, Teams, Google Meet, RingCentral),
  pushing compliance-ready records straight into advisors'' systems of record. Backed by Insight Partners. No public developer
  API or portal is published as of this profile.'
url: https://raw.githubusercontent.com/api-evangelist/jump-and-8211-advisor-ai/refs/heads/main/apis.yml
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://jump.imgix.net/v3/Web%20Linkedin%20Preview.png
x-type: company
x-source: vc-portfolio
x-backed-by:
- insight-partners
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.23'
created: '2026-07-17'
modified: '2026-07-19'
tags:
- Company
- Artificial Intelligence
- Financial Advisors
- Wealth Management
- Fintech
- AI Assistant
- Meeting Notes
- Integration
tags_raw:
- Company
- Artificial Intelligence
- Financial Advisors
- Wealth Management
- Fintech
- AI Assistant
- Meeting Notes
- Integrations
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://jump.ai/
- type: Blog
  url: https://jump.ai/blog
- type: Pricing
  url: https://jump.ai/pricing
- type: SignUp
  url: https://jump.ai/register
- type: Login
  url: https://my.jumpapp.com/login
- type: TermsOfService
  url: https://jump.ai/terms-of-service
- type: PrivacyPolicy
  url: https://jump.ai/privacy-policy
- type: Integrations
  url: https://jump.ai/integrations
- type: LinkedIn
  url: https://www.linkedin.com/company/jump-app-ai/
- type: TrustCenter
  url: security/jump-and-8211-advisor-ai-trust-center.yml
- type: Compliance
  url: https://jump.ai/security
- type: DomainSecurity
  url: security/jump-and-8211-advisor-ai-domain-security.yml
x-enrichment:
  date: '2026-07-19'
  status: backfilled
  pass: local-v1
  note: backfilled from .gitignore signal + verified work evidence

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