# Jump Review

> Jump review: Vertical AI notetaker/co-pilot for wealth management: CRM-synced notes, pre-meeting prep, and follow-ups; SOC 2 Type II, 35,000+ advisors.

Vertical AI notetaker/co-pilot for wealth management: CRM-synced notes, pre-meeting prep, and follow-ups; SOC 2 Type II, 35,000+ advisors.

From $100/mo · facts verified Jul 20, 2026

## What we know about Jump

Jump sits in the ai meeting notetakers category, where it is vertical AI notetaker/co-pilot for wealth management: CRM-synced notes, pre-meeting prep, and follow-ups; SOC 2 Type II, 35,000+ advisors. We keep this Jump profile grounded in primary sources, each fact dated to when we last confirmed it.

On pricing, Jump starts at $100 per month for its entry tier. That is the sticker rate: real production cost usually runs higher once you add a language model, a voice provider, and telephony minutes.

On capabilities, Jump covers bot-free capture option, in-person / mobile capture, calendar auto-join, speaker identification, ai meeting summary, and ask-your-meeting ai chat. Each of those is verified against Jump's own docs or dashboard, not marketing copy.

For compliance, with Jump: SOC 2 Type II is in place. If you are in a regulated space, confirm the current posture with Jump before you commit, since these change plan by plan.

In total we track 23 verified facts for Jump today, each linking the primary source it came from so you can check our work - and vendor claims we have not measured ourselves are labeled as such on the Jump fact sheet below.

## Jump pricing

$100/seat/mo on annual billing, verified Jul 20, 2026 ([source](https://jump.ai/pricing)).

| Team size | Monthly bill |
| --- | --- |
| 1 seat | $100 |
| 10 seats | $1,000 |
| 50 seats | $5,000 |

Team bill from the published per-seat rate on annual billing; free-tier caps are on the fact sheet.

## Fact sheet

### Pricing

| Fact | Value | Verified | Source |
| --- | --- | --- | --- |
| Price per seat (billed monthly) | 100 $/seat/mo | Jul 20 | [source](https://jump.ai/pricing) |
| Cheapest paid plan | $100 | Jul 20 | [source](https://jump.ai/pricing) |
| What the free tier caps | no free tier | Jul 20 | [source](https://jump.ai/pricing) |
| Free tier transcription quota | no free tier | Jul 20 | [source](https://jump.ai/pricing) |
| Billing model | per seat | Jul 20 | [source](https://jump.ai/pricing) |

### Capabilities

| Fact | Value | Verified | Source |
| --- | --- | --- | --- |
| Capture method | hybrid | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| Bot-free capture option | ✓  Yes | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| Meeting platforms supported | Zoom, Microsoft Teams, Google Meet, Webex | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| In-person / mobile capture | ✓  Yes | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| Calendar auto-join | ✓  Yes | Jul 20 | [source](https://jump.ai/integrations) |
| Speaker identification | ✓  Yes | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| AI meeting summary | ✓  Yes | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| Ask-your-meeting AI chat | ✓  Yes | Jul 20 | [source](https://jump.ai/) |
| Automatic action items | ✓  Yes | Jul 20 | [source](https://jump.ai/products/meet/notetaker) |
| Video recording | ✓  Yes | Jul 20 | [source](https://jump.ai/) |

### Compliance & trust

| Fact | Value | Verified | Source |
| --- | --- | --- | --- |
| SOC 2 Type II | ✓  Yes | Jul 20 | [source](https://jump.ai/security) |
| GDPR / EU data residency | ✓  Yes | Jul 20 | [source](https://jump.ai/security) |
| Data excluded from AI training | ✓  Yes | Jul 20 | [source](https://jump.ai/security) |
| Admin data-retention controls | Custom retention periods, RBAC, consent | Jul 20 | [source](https://jump.ai/security) |

### Build experience

| Fact | Value | Verified | Source |
| --- | --- | --- | --- |
| CRM integrations | Salesforce, HubSpot, Redtail, Wealthbox | Jul 20 | [source](https://jump.ai/integrations) |
| Key integrations | Orion, eMoney, Box, Google Drive, LinkedIn | Jul 20 | [source](https://jump.ai/integrations) |
| Public API | ✓  Yes | Jul 20 | [source](https://jump.ai/pricing) |

### Commercial

| Fact | Value | Verified | Source |
| --- | --- | --- | --- |
| Enterprise plan / SSO | Enterprise: SSO, SCIM, API, compliance dash | Jul 20 | [source](https://jump.ai/pricing) |

## Jump head-to-head

| Comparison | Record | Per use case |
| --- | --- | --- |
| [Jump vs Fireflies.ai](https://www.versusref.com/notetakers/fireflies-vs-jump/) | won 0 · lost 7 · tied 0 | Consultants & Agencies: lost; Engineering Teams: lost; Privacy & Compliance: lost; Product & UX Research: lost; Recruiters: lost; Sales Teams: lost; Solo & Free: lost |

Source: https://www.versusref.com/notetakers/tools/jump/