The award-winning AI platform, now trusted by nearly 20,000 advisors, welcomes Mobile Assistant in a shared mission to advance the future of advisor intelligence

Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, today announced its acquisition of Mobile Assistant, a leader in advisor transcription services. The move reinforces Jump’s mission to empower advisors and their clients to thrive in the age of AI and gives Mobile Assistant customers a clear path to reduce daily administrative burden and enhance client relationships.

“Mobile Assistant has a stellar reputation for accuracy and a deep commitment to helping advisors,” said Parker Ence, co-founder and chief executive officer of Jump. “We’re thrilled to carry its legacy into the AI era. Customers can expect a smooth transition with full support from the Jump team.”

Both companies have built a reputation for being 100% advisor-centric, with technology designed to enhance, not replace, the human connection at the core of advice. Mobile Assistant pioneered trusted meeting transcription and Jump is leading the next frontier with full-cycle AI that automates advisor workflows across meeting prep, follow-ups, CRM updates and more. Mobile Assistant customers will receive dedicated onboarding support as part of a seamless transition onto the Jump platform.

It also comes at a pivotal moment for wealth management as the industry faces accelerating RIA independence, the $84 trillion great wealth transfer and rising pressure for firms to differentiate through client experience. Advisors who adopt AI are better positioned to retain generations of clients, grow assets under management and win new business from competing firms relying on outdated technology.

“Mobile Assistant has always been driven by our core values of quality, innovation and partnerships,” said Corey Westphal, founder and chief executive officer of Mobile Assistant. “Joining forces with Jump ensures our customers get the trusted reliability we’re known for, plus powerful new AI solutions that will positively impact their practices.”

The acquisition follows a year of rapid momentum for Jump, marked by a $20 million Series A funding round and rapid advisor adoption with nearly 20,000 users on the platform, including enterprise customers such as Merit Financial Advisors and Sanctuary Wealth. Jump has quickly become one of the leading technology providers for advisors through expanded partnerships with industry leaders such as Osaic, LPL Financial, Cetera, eMoney, RightCapital and others.

Jump also earned multiple industry honors, including top advisor satisfaction ratings and market share rankings in the 2025 T3/Inside Information Software Survey and multiple Wealthies awards. Recognized by Kitces Research and Oasis Group as the AI category leader, Jump is advancing its position as the trusted partner for firms embracing AI transformation.

To learn more, visit jump.ai/welcome-ma.

About Jump

Jump is the AI platform redefining how financial advisors and other financial services professionals work. Jump automates meeting prep, notes, compliance, CRM updates, client recaps, and follow-up tasks – turning hours of admin into minutes. Beyond automation, Jump delivers real intelligence and insights that help advisors deepen client relationships and make better decisions. Deeply integrated, fully customizable, and designed with compliance and AI safety at the core, Jump empowers firms to scale smarter and elevate the advisor-client experience in the age of AI. Learn more at jump.ai.

About Mobile Assistant

Founded in 2009, Mobile Assistant is a trusted provider of dictation-based transcription services for financial advisors. Known for accuracy, security, and ease of use, Mobile Assistant has supported thousands of advisors in documenting client conversations, building compliance-ready records, and streamlining back-office workflows.

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