# Jump – Advisor AI

**Canonical:** https://apis.io/providers/jump-and-8211-advisor-ai/  
**Website:** https://jump.ai/  
**APIs profiled:** 0

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.

## Kin Score — 17.6 / 100 (emerging)

Scored 2026-08-21 under rubric 0.12.0. Trend: flat (+0.0 from 17.6).

| Facet | Score |
|---|---|
| Discoverability | 50.0 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 2.4 |
| Commercial Clarity | 60.5 |
| Access Clarity | 60.5 |

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## Security (2)

- **Jump And 8211 Advisor Ai Domain Security** — TLSv1.3 · HSTS · DMARC
- **Jump And 8211 Advisor Ai Trust Center** — SOC 2 Type II, GDPR, PIPEDA

## Tags

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

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/jump-and-8211-advisor-ai/). Scores are computed from the provider's own public artifacts under a published rubric.