Jump – Advisor AI
Jump is an AI operating system for financial advisors, used by 35,000+ advisors and ranked #1 across T3, Kitces, and The Oasis Group reports. It organizes its capabilities into three products — Meet (AI notetaker, pre-meeting prep, agendas, automatic follow-ups, and scheduling), Grow (opportunity signals, playbooks, scorecards, surveys, and dashboards), and Operate (AI Associate, unified client profiles, and email assistance) — built on a unified data, integration, and agentic AI orchestration foundation. Jump is integration-led rather than a public-API provider: it ships 39+ two-way integrations with CRMs (Salesforce, Wealthbox, Redtail, HubSpot, AdvisorEngine), financial planning tools (eMoney, RightCapital, Asset-Map), portfolio management (Orion, Black Diamond), custodians (Charles Schwab), and meeting/VoIP platforms (Zoom, Teams, Google Meet, RingCentral), pushing compliance-ready records straight into advisors' systems of record. Backed by Insight Partners. No public developer API or portal is published as of this profile.
More than an index entry, but the surface is still mostly links rather than artifacts — the cohort most likely to move a full band from modest, well-targeted work.
API Evangelist profiles Jump – Advisor AI the way a machine reads it — 2 machine-readable artifacts, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.
Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Jump – Advisor AI scores 19.3/100 (emerging), with a separate agent-readiness read of 0/100 (human only). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.
Kin Score
This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.
Kin Score
How this is scored →scored 2026-07-27 · rubric v0.5
How we profile Jump – Advisor AI
Each block below is one kind of artifact we hold for Jump – Advisor AI. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.
Security Posture 2
Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Resources
Every other property we hold for Jump – Advisor AI — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.
Get Started 2
Portal, sign-up, and the first successful call
Access & Security 3
Authentication, authorization, and security posture
Commercial 3
Pricing, plans, and the legal terms of use
Company 3
The organization behind the API
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