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

17.7/100 emerging ▬ flat Agent 0/100 human only Front door AI 5/6 prominent saas Full breakdown ↓
scored 2026-09-25 · rubric v0.23.0

0 APIs

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

Kin Score

Kin Score How this is scored →
scored 2026-09-25 · rubric v0.23.0

Composite quality — 17.7/100 · emerging

Contract Quality 0.0 / 21

Developer Ergonomics 0.4 / 17

Access Clarity 10.3 / 17

Operational Transparency 0.0 / 11

Contract Governance 0.0 / 10

Discoverability 4.1 / 9

Regulatory Posture 2.6 / 15

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

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Regulatory Posture applies to this provider. Its tags matched the Horizontal (data, software, accessibility, platform) regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. 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. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

Security Posture 2

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Jump And 8211 Advisor Ai Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Jump And 8211 Advisor Ai Trust Center

SOC 2 Type II, GDPR, PIPEDA

SECURITY

Resources

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 – 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
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
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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