Jump, a Salt Lake City-based wealth technology firm that markets its software as an artificial intelligence operating system for financial advisors, has added four senior executives to its leadership team. The moves come as the company seeks to broaden adoption of its platform across registered investment advisors, broker-dealers, and financial institutions.
The company named Torie Happe as vice president of business development, Hannah Springer as head of customer experience, Jarom Chung as senior vice president of product, and Skyler Bloxham as vice president and head of strategic partnerships. Happe joins from Holistiplan, where she spent four years as head of partnerships. Bloxham previously spent nearly a decade at D.A. Davidson.
The appointments follow a period of rapid growth for Jump. In February, the company closed an $80 million Series B funding round led by Insight Partners, bringing its total capital raised to $105 million. Jump reports that its platform is now used by more than 30,000 advisors and is deployed at enterprise and independent firms including Merit Financial Advisors, Osaic, Cetera, and LPL.
Co-founder and Chief Executive Parker Ence said in a statement that wealth management firms are moving beyond experimentation with AI and embedding the technology into daily operations. “That requires more than tools – it requires a system that connects data, workflows and execution across the business,” he said.
In their new roles, Happe will focus on building new firm relationships and driving enterprise adoption across RIAs, broker-dealers, and financial institutions. Springer will oversee the end-to-end client experience, with an emphasis on measurable outcomes. Chung will lead product strategy and the evolution of Jump’s agentic AI framework. Bloxham will manage partnerships with custodians, enterprise firms, and technology providers.
Jump has been expanding its product lineup. In March, the company reorganized its offerings into three modules — Meet, Grow, and Operate — built on a unified data and integration layer. Meet targets pre- and post-meeting workflows; Grow surfaces analytics and engagement data to drive organic growth; and Operate embeds operational intelligence into advisor workflows, automating intake, documentation, and follow-through.
Also in March, Jump launched AI Associate, an agentic capability that allows advisors to query their technology stack, update records across connected systems, draft client communications, and schedule meetings through a single conversational interface. The company says every action requires human confirmation before execution.
Earlier this month, Jump announced an expanded partnership with Perennial Financial Services, an office of supervisory jurisdiction affiliated with LPL. The firm deployed the Operate module across its operations. Perennial Senior Managing Director John Petrick said the product “removes the operational burden that advisors are used to at legacy firms.” Perennial had been a Jump customer since 2024 and cited AI-powered workflows as a recruiting differentiator.
Jump estimates that eliminating one hour of meeting-related administrative work per advisor per day allows a 500-advisor firm to recover more than 125,000 hours annually — equivalent to roughly $12.5 million in productive capacity, based on a blended $100 hourly rate. The company’s growth reflects a broader trend of wealth management firms adopting AI to improve efficiency, as highlighted in a recent study on systems-level investing. Meanwhile, other firms like Merit Financial Advisors are integrating complementary technologies to enhance planning capabilities.
