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.
From $100/mo
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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.
Reviewed by vsref Editorialfacts verified Jul 20, 2026Methodology →
Jump pricing
$100/seat/mo on annual billing, verified Jul 20, 2026 (source).
| Team size | Monthly bill |
|---|---|
| 1 seatSolo / freelancer | $100 |
| 10 seatsGrowing team | $1,000 |
| 50 seatsDepartment | $5,000 |
Team bill from the published per-seat rate on annual billing; free-tier caps are on the fact sheet. How we compute costs →
Fact sheet
Every row independently verifiedConsidering a switch? Best Jump alternatives →