# Jump

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/jump-2

- Industry: Software
- Headquarters: Salt Lake City, US
- Website: www.jump.ai
- Total disclosed funding: $105M
- Latest round: Series B (Feb 19, 2026)
- Investors on record: 9

## About

Based in Utah, US, and founded in 2023 by Chief Executive Officer Parker Ence, Chief Operating Officer Tim Chaves, and Chief Technology Officer Adam Kirk, Accio, Inc., doing business as Jump, operates as a fintech company providing artificial intelligence-based platform supports users to transforms conversations into actionable tasks, detailed notes, and compliance records. In February 2026, Jump raised USD 80 million in series B funding led by Insight Partners, with participation from Allianz Life Ventures, F-Prime Capital, Peterson Partners, Battery Ventures, Citi Ventures, Pelion Venture Partners, and Sorenson Capital.

Jump offers a variety of features that integrates with advisor tech stacks such as Salesforce, Redtail, and Wealth box, including customizable meeting notes, one-click CRM updates, pre-meeting preparation one-pagers, and follow-up emails. The company’s software also provides smart, syncable tasks, improving task management and ensuring nothing slips through the cracks. It offers application supports recording in-person and on-the-go meetings, and security with end-to-end encryption and regular audits, ensuring compliance with industry standards. In addition, the firm automates administrative tasks, that allows advisors to focus on building client relationships and delivering personalized financial advice. The company plans to utilize the February 2026 funding for product research and development and expansion of intelligence and orchestration capabilities for financial advisory firms.

## Funding rounds

- Series B, Feb 19, 2026, $80M — Battery Ventures, Insight Partners, Pelion Venture Partners, Sorenson Capital, Peterson Partners, F-Prime Capital, Citi Ventures, Allianz Life Ventures, TIAA Ventures
- Series A, Feb 3, 2025, $20M — Battery Ventures, Pelion Venture Partners, Sorenson Capital, Citi Ventures
- Seed, Jun 10, 2024, $4.6M — Pelion Venture Partners, Sorenson Capital

## Investors

- Pelion Venture Partners (https://capitalatlas.ai/funds/pelion-venture-partners) — Seed, Series A, Series B
- Sorenson Capital (https://capitalatlas.ai/funds/sorenson-capital) — Seed, Series A, Series B
- Battery Ventures (https://capitalatlas.ai/funds/battery-ventures) — Series A, Series B
- Citi Ventures (https://capitalatlas.ai/funds/citi-ventures) — Series A, Series B
- Insight Partners (https://capitalatlas.ai/funds/insight-partners) — Series B
- Peterson Partners (https://capitalatlas.ai/funds/peterson-partners) — Series B
- F-Prime Capital (https://capitalatlas.ai/funds/f-prime-capital) — Series B
- Allianz Life Ventures (https://capitalatlas.ai/funds/allianz-life-ventures) — Series B
- TIAA Ventures (https://capitalatlas.ai/funds/tiaa-ventures) — Series B