Tag : Parker Ence

Jump Raises $80 Million Series B, Led by Insight Partners, to Expand AI Operating System for Financial Advisors
Artificial Intelligence Finance News

Jump Raises $80 Million Series B, Led by Insight Partners, to Expand AI Operating System for Financial Advisors

Business Wire
by Business Wire0
New funding will accelerate growth and development of Jump’s intelligence and action layer for modern advisory firms, powering the next era of advisor productivity, insight and organic growth Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced the close of an......
Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans
Finance Investment Services News

Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans

Business Wire
by Business Wire0
Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Wealth.com, the industry’s leading estate and tax planning platform. The......
Jump Launches First IRS-Verified Financials Integration on an AI Advisor Platform with TaxStatus
Artificial Intelligence Finance News

Jump Launches First IRS-Verified Financials Integration on an AI Advisor Platform with TaxStatus

Business Wire
by Business Wire0
The integration with TaxStatus will allow advisors to view IRS-verified financials within the Jump advisor platform TaxStatus, a secure, personalized data solution for verified financials used by financial professionals and their clients, announced their integration in Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other......
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