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Jump - Advisor AI Tech Stack

AI operating system for wealth managers automating compliance and client workflows

Software Development Salt Lake City, Utah 51–200 employees Founded 2023 Privately Held

Jump builds an AI-first platform for financial advisors, built on Elixir + Phoenix with modern deployment infrastructure (Kubernetes, multi-cloud). The tech stack reveals a focus on real-time, interactive experiences (LiveView) paired with solid observability (Prometheus, Grafana, Cloud Logging) — appropriate for regulated financial software. Active hiring across engineering, sales, and product, combined with projects spanning Android features, enterprise integrations, and AI/ML infrastructure, suggests a transition from initial launch toward scaled platform ambitions.

Tech Stack 57 technologies

Core StackElixir Tailwind CSS Kubernetes Prometheus Grafana GitHub AWS Snowflake Bill.com Stripe Salesforce Adobe Illustrator After Effects Figma Terraform GitHub Actions Cloudflare Phoenix LiveView esbuild Cloud Logging GCP Azure Auditboard Ramp Notion Photoshop InDesign Cloud SQL Vanta+25 more

What Jump - Advisor AI Is Building

Challenges

  • Scaling distributed systems
  • High velocity high volume smb sales motion
  • Reducing customer issues
  • Tier ii support
  • Scaling engineering team
  • Improving billing accuracy
  • Automating recurring workflows
  • Removing recurring friction points
  • Increasing ceo/coo productivity
  • Scaling accounting processes

Active Projects

  • Build new android app features
  • Build outbound sales motion
  • New product launches
  • Ai/ml infrastructure and model deployment
  • Enterprise product strategy
  • Enterprise integrations
  • Post-launch adoption and engagement
  • Team meetings coordination
  • Office operations management
  • Product roadmap asset ownership

Hiring Activity

Steady30 roles · 9 in 30d

Department

Engineering
8
Sales
6
Marketing
5
Finance
3
Product
2
Design
1
Executive
1

Seniority

Senior
16
Mid
5
Manager
2
Director
1
Junior
1
Staff
1

Notable leadership hires: Creative Director

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About Jump - Advisor AI

Jump is an AI operating system designed for wealth managers and financial advisors. The product automates note-taking, compliance tracking, CRM updates, and client service workflows, letting advisors reclaim hours per week while uncovering hidden revenue. Founded in 2023 and based in Salt Lake City, the company operates across the United States, Poland, and Brazil. Current focus spans new product launches, enterprise integrations, post-launch adoption, and scaling the engineering and sales organizations to support mid-market and enterprise customer bases.

HeadquartersSalt Lake City, Utah
Company Size51–200 employees
Founded2023
Hiring MarketsUnited States, Poland, Brazil

Frequently Asked Questions

What tech stack does Jump use?

Elixir and Phoenix for the backend, LiveView for interactive frontend, Tailwind CSS and Figma for design. Infrastructure runs on Kubernetes across AWS, GCP, and Azure. Observability via Prometheus and Grafana. Integrations with Salesforce, Stripe, Bill.com, Auditboard, and Ramp.

Where is Jump headquartered?

Salt Lake City, Utah. The company hires across the United States, Poland, and Brazil.

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