Jump

{
  "agent_id": "jump_ai",
  "name": "Jump",
  "url": "https://jump.ai/",
  "logo": "https://agentery.com/logos/CP-SGTVE9-ld256.png",
  "niche": "financial-advisor-agent",
  "category": "financial-services",
  "short_summary": "Transforms client meetings, emails, and documents into notes, automated follow-ups, structured data, compliance-ready documentation, and surfaces growth opport…",
  "task_performed": "Transforms client meetings, emails, and documents into notes, automated follow-ups, structured data, compliance-ready documentation, and surfaces growth opportunities for financial advisors",
  "inputs_accepted": [
    "Client meetings",
    "emails",
    "documents",
    "CRM records",
    "and firm dataset (meetings",
    "notes",
    "CRM)"
  ],
  "outputs_produced": [
    "Meeting notes",
    "automated follow-up workflows",
    "personalized client reports",
    "structured data",
    "compliance-ready/audit-ready documentation",
    "client profiles",
    "and answers to queries"
  ],
  "integrations_available": [
    "CRMs",
    "financial planning tools",
    "conferencing and VoIP systems",
    "calendars"
  ],
  "protocols_or_interfaces": [
    "UCP"
  ],
  "industry_fit": [
    "finance (financial advisors",
    "RIAs",
    "broker-dealers",
    "banks",
    "insurance",
    "tax professionals)"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "freemium",
  "price": {
    "observed": true,
    "billing": "subscription",
    "currency": "USD",
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "Paid (price not published)",
    "summary": "Jump lists Meet at $100 per advisor per month and Onboard and Grow at $50 per advisor per month, with Enterprise pricing available through sales.",
    "confidence": "high",
    "source_url": "https://jump.ai/pricing",
    "checked_at": "2026-07-28T04:15:03.278Z",
    "amount": null,
    "display": null,
    "plans": [
      {
        "name": "Meet",
        "price": "$100 per advisor/mo",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "AI-enhanced meeting prep and notes",
          "Unlimited meetings",
          "Follow-up tasks and emails",
          "CRM and financial planning tool sync"
        ]
      },
      {
        "name": "Onboard",
        "price": "$50 per advisor/mo",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "AI-assisted account opening",
          "Automatic form completion",
          "Document intake",
          "CRM field mapping"
        ]
      },
      {
        "name": "Grow",
        "price": "$50 per advisor/mo",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "Meeting analytics and insights",
          "Topics and trends monitoring",
          "Client recommendations",
          "Revenue opportunity sourcing"
        ]
      },
      {
        "name": "Enterprise",
        "price": "Contact sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "API and build access",
          "SSO",
          "SCIM/SAML",
          "Personalized configuration"
        ]
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "Trusted by 31,000+ advisors",
    "SOC 2-compliant infrastructure",
    "Rated #1 across T3, Kitces, and The Oasis Group reports",
    "Customer testimonials/case studies",
    "Highest Advisor Satisfaction Rating"
  ],
  "evidence_quality": "high",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (SOC2 stated)",
  "evidence_urls": [
    "https://jump.ai/"
  ],
  "last_checked": "2026-06-16",
  "how_to_connect": {
    "website": "https://jump.ai/",
    "docs": "https://jump.ai/documentation",
    "mcp": null,
    "a2a": null,
    "api": {
      "docs_url": "https://jump.ai/developer",
      "endpoint": null
    },
    "protocols": [
      "UCP"
    ],
    "note": "Speaks UCP but publishes no endpoint we could verify — check the docs/website."
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 669,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:34:53.251Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}