Company
Jump
The #1 AI platform for advisors
Also known as Accio, Inc.
- Status
- Operatingas of 2026-09-20
- Business model
- B2B
- Customers
- advisors & financial professionals
- Legal name
- Accio, Inc.
Claim, correct or request removal
Record updated 28 September 2026
About
Save time, increase revenue, and elevate the client experience with compliant AI. Easy to integrate, configure, and adopt.
Funding snapshot
- Total raised
- $78.7MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $54.1M2025-12-16
Funding rounds
- Round, 2025
- $54.1M2025-12-16, SEC form D sold, 29 investors
- Round, 2025
- $24.6M2025-01-24, SEC form D sold, 16 investors
Products
- Web
- Grow
- Web
- Meet
- Web
- Onboard
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