“We’re thrilled to partner with Sorenson Capital and Pelion so that we can do even more to help financial advisors minimise time spent on client meeting admin while elevating the client and advisor experience,” Jump CEO and co-founder Parker Ence said. “The Jump team is proud to play a part in helping advisors future-proof the critical work they do in the age of AI as they help their clients navigate some of the most important decisions in their lives.”

https://fintech.global/2024/06/11/ai-firm-jump-raises-4-6m-to-enhance-financial-advisory-services/