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Company profile

Jump - Advisor AI Tech Stack

AI assistant platform for financial advisors and wealth firms

Software Development Salt Lake City, Utah 201–500 employees Founded 2023 Privately Held

Jump builds AI tooling for financial advisors, running an Elixir/Phoenix LiveView application on Kubernetes across AWS, GCP and Azure, with Vanta and AuditBoard pointing to a compliance-first posture suited to regulated buyers. Accelerating, sales-led hiring and projects around tier-1 bank account plans and ABM suggest a push upmarket from SMB advisors into enterprise financial institutions.

Tech Stack 72 technologies

Core StackIntercom Zoom Elixir Tailwind CSS Kubernetes Prometheus Grafana AWS Snowflake Bill.com Stripe Salesforce Adobe Illustrator Adobe InDesign After Effects Figma Terraform Cloudflare Vanta Phoenix Phoenix LiveView esbuild Cloud Logging GCP Azure AuditBoard Ramp Notion Photoshop Cloud SQL+42 more

What Jump - Advisor AI Is BuildingChallenges and projects from their job posts

◆Challenges

  • High-volume, high-velocity customer support desk
  • Complex legal, security, privacy and regulatory requirements
  • Shifting legacy workflows to AI-augmented operations
  • Lead routing within Salesforce
  • Running a high-volume SMB sales motion

▲Active Projects

  • Expansion across business units and international geographies
  • ABM program and account plans for tier-1 banks
  • Building an outbound sales motion
  • Customer marketing function and reference program
  • Jump help desk
  • Launch Jump Club incentive program

Hiring Activity

Accelerating10 roles · 2 in 30d

Department

Sales
4
Engineering
2
Marketing
2
Product
1
Support
1

Seniority

Senior
5
Mid
2
Junior
1
Principal
1
Staff
1
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About Jump - Advisor AI

Jump, founded in 2023 and headquartered in Salt Lake City, Utah, develops an AI platform for advisors and financial professionals. The product covers advisor workflows from client data intake through follow-up and connects into CRMs and the broader advisor tech stack. The company is privately held, sits in the 201–500 employee range, and hires in the United States and Poland. Its customer base spans independent advisors and larger financial firms, including banks targeted through account-based programs.

HeadquartersSalt Lake City, Utah
Company Size201–500 employees
Founded2023
Hiring MarketsUnited States, Poland

Frequently Asked Questions

What tech stack does Jump AI use?

Jump runs Elixir with Phoenix and Phoenix LiveView, Tailwind CSS and esbuild, deployed on Kubernetes across AWS, GCP and Azure with Terraform, Cloudflare, Prometheus and Grafana. Business tools include Salesforce, Snowflake and Stripe.

Is Jump AI hiring salespeople?

Yes. Sales is the largest focus of Jump's accelerating hiring, alongside engineering and marketing, with work on outbound motion, ABM and tier-1 bank account planning. Roles are based in the United States and Poland.

Where is Jump AI headquartered?

Jump is headquartered in Salt Lake City, Utah, United States. It was founded in 2023 and has 201–500 employees.

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How this profile is built

Jump - Advisor AI's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.