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Jump

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AI tool for wealth managers and financial advisors, automating notetaking, compliance, CRM updates, and more

Salt Lake City, United StatesFounded 2023Fintech
Valuation $250–500M Last recorded · 2026
Headcount 100–500 Current team size
Total funding $100–500M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Jump and the history behind them.

About Jump

Jumpapp.com is an innovative startup that leverages artificial intelligence (AI) to revolutionize the sales process for B2B (business-to-business) inside sales teams in the United States. The company offers an AI assistant specifically designed to enhance Customer Relationship Management (CRM) systems by deeply updating CRM fields after each interaction with a prospect. Unlike other tools that merely summarize conversations, Jump provides a fully customized solution tailored to fit the unique sales methodologies and CRM setups of its clients.

Jump's primary clients are B2B inside sales teams who are eager to integrate advanced AI technologies into their sales operations to increase efficiency and productivity. The company serves businesses that use various sales frameworks, such as MEDDICC, BMANTR, and Command of the Message, among others. This flexibility allows Jump to cater to a wide range of sales processes and methodologies, making it a versatile tool for sales teams.

Operating in the AI-driven sales technology market, Jump distinguishes itself by using multiple AI models that work together seamlessly, combined with deep integrations into existing sales stacks. This approach ensures that the AI assistant not only updates CRM fields but also provides valuable insights and actionable data to help sales teams create more opportunities and close more deals.

Jump's business model revolves around offering its AI-enhanced CRM updating services to sales teams on a subscription basis. By providing a highly customizable and secure solution, Jump ensures that its clients can fully control their company and customer data while benefiting from enhanced sales productivity. The company follows industry best practices for data security and privacy, giving clients peace of mind regarding the safety of their confidential information.

In summary, Jumpapp.com is a cutting-edge AI assistant for sales teams, designed to boost productivity by deeply integrating with and updating CRM systems. It serves B2B inside sales teams in the US, offering a customizable and secure solution that enhances sales processes and outcomes.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2023
Headquarters
Salt Lake City, United States
Employees
236
Open positions
5
Dealroom signal
94.2/100
Industry
Fintech, Marketing
Sub-industry
Financial Management Solutions, CRM & Sales
Sector
Fintech, Core AI, AI Tools, AI Applications, AI Agents
Technology
Artificial Intelligence
Business model
SaaS
Client focus
b2b
Investment activity
1 company, latest Oct 2025
Capital deployed
—
Preferred round
ACQUISITION

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES BOther financing Feb 2026 $80M $320M Aaron Skonnard · Pelion Venture Partners · Sorenson Capital · Allianz Life Ventures ↗
SERIES AOther financing Feb 2025 $20M $80M Pelion Venture Partners · Sorenson Capital · Citi Ventures · Battery Ventures ↗
Showing the latest 2 of 3 recorded eventsBook a demo for the full funding history →

Growth signals

Jump website traffic

Latest recorded traffic for Jump is 70K monthly website visits, down 2.8% over the last three months. Jump's team grew 41.3% over the past year.

Latest monthly visits70K 3-month web change-2.8% 1-year team growth+41.3%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

11 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A11 investors entered at this stage

Team profiled 12 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
7 countries with
team presence
🇺🇸 United States92.9%
🇧🇷 Brazil2.2%
🇵🇱 Poland2.2%
🇷🇴 Romania1.1%
🇰🇿 Kazakhstan0.6%
Top 5 of 7 shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Jump on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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