Jump, a leading provider of artificial intelligence solutions for financial advisors and services, has acquired Mobile Assistant, a pioneer in advisor transcription services. The acquisition strengthens Jump’s mission to help advisors and clients thrive in the AI era by reducing administrative burdens and enhancing client relationships. “Mobile Assistant has a stellar reputation for accuracy and a deep commitment to helping advisors,” said Parker Ence, co-founder and CEO of Jump. “We’re thrilled to carry its legacy into the AI era. Customers can expect a smooth transition with full support from the Jump team.” Both companies follow an advisor-first approach. They blend trusted transcription with AI-driven workflow automation.
Also Read: Wayflyer Launches Hosted Capital to Empower Platforms with Embedded Financing
This includes meeting prep, follow-ups, and CRM updates. Mobile Assistant users get focused onboarding support and integrate with the Jump platform. The move comes amid major industry shifts such as RIA independence, the $84 trillion wealth transfer, and growing demand for client experiences. “Joining forces with Jump ensures our customers get the trusted reliability we’re known for, plus powerful new AI solutions that will positively impact their practices,” added Corey Westphal, founder and CEO of Mobile Assistant. The acquisition follows Jump’s $20 million Series A funding nearly 20,000 advisors, solidifying its position as a leading AI partner in wealth management.
