From left: Tim Chaves, COO and co-founder of Jump; Parker Ense, CEO and Co-Founder; and Adam Kirk, CTO and co-founder.
Additionally, Orion and Nitrogen have announced a strategic integration update that could strengthen their support for retirement-focused advisors.
Jump is set to strengthen its AI-powered advisor productivity platform through a new capital investment, while Orion and Nitrogen are expanding their already considerable reach among advisors with strategic integration updates.
Jump raises $80 million to expand AI operating system for advisors
Jump has closed an $80 million Series B round led by Insight Partners, with the company saying the capital will go toward building an AI “operating system” that aims to boost advisor productivity and organic growth. The latest funding brings Jump's total capital raised to $105 million, following a $20 million Series A last year.
The startup, founded by fintech veterans Parker Enns, Tim Chaves and Adam Kirkhas, has quickly gained popularity across the wealth management ecosystem, from independent advisors and enterprise RIAs to independent broker-dealers and insurers. Jump says it has grown its number to 27,000 advisors in less than two years since launch and is now adding more than 2,000 advisors per month, with increased usage including companies like focus financialIntegrated Partners, Merit Financial Advisors, LPL, and Osack.
In a statement, co-founder and CEO Parker Enns cited a case in which a firm saw “not only the usual one to two hours of savings per advisor per day with Jump, but also a meaningful increase in their overall organic growth rate.”
Jump plans to move beyond its AI meeting assistant into a broader intelligence and orchestration layer that can suggest opportunities, risks, and next actions across multiple workflows. That roadmap includes more agentic, insights-driven capabilities and functionality designed for larger, complex firms and enterprise compliance needs.
Chrissy Behrens, managing director of Insight Partners, said the company is “defining the category for AI in financial services” with its product speed, enterprise adoption and focus on advisory needs.
Orion incorporates DPL's commission-free annuities into core advisor workflow
Orion Advisors is expanding its push into insurance inside the desktop, adding DPL Financial Partners' technology directly into Orion Connect. Extended integration provides access to advisors Commission-Free Annuities And insurance tools inside Orion's main interface, rather than toggling between systems.
The launch initially brings three DPL tools to Orion Connect: an annuity comparison calculator, a guaranteed income analysis feature, and an in-platform marketplace for multi-year guaranteed annuities. The tools are powered by DPL's rules-based engine and product database, providing helpful recommendations, customer-facing offers and digital applications.
“Commission-free annuities are becoming an essential part of modern, fiduciary financial planning – but advisors need the technology to access and implement them seamlessly,” said Reed Cooley, president of Orion Advisor Technology. Embedding DPL's tools lets advisors evaluate income strategies, highlight held assets and give retirement recommendations “without leaving their core workflow,” he said.
The integration aims to bring annuities into the same environment where advisors already manage portfolios, plans and client relationships. Orion and DPL say this approach allows advisors to address income and security needs with fee-based products that are generally lower cost, can offer higher payout rates and greater liquidity, and can be treated as fee-billable assets in an advisor practice.
Nitrogen-improved data sync leads to cleaner risk and planning interactions
Nitrogen and Betterment Advisor Solutions are combining Nitrogen's risk and planning analytics with Betterment's custodial platform through a new data integration for mutual RIA clients. Advisors who choose the option can account for and position data flows from Betterment directly into Nitrogen, with the goal of consolidating workflows around risk, tax and the like. retirement income plan.
The integration allows advisors to connect Betterment accounts to Nitrogen's suite and apply its risk count metrics as part of portfolio reviews and planning conversations, supported by custodial updates running in the background.
“We have entered an era where consultants who are able to clearly demonstrate value in a meeting win,” said Craig Clark, Nitrogen's chief development officer. With Betterment Feed Live, he said an advisor can turn the screen toward the client “confident that the data is already there and is accurate,” while Nitrogen handles the analysis and visuals that move clients “from confusion to confident purchase.”
Alison Considine, director of strategy and operations at Betterment Advisor Solutions, said the combined offering is designed to bring portfolio data and risk insights into “one seamless experience.” By combining Betterment's tax-focused tools with Nitrogen's risk analysis, advisors can translate complex portfolio information into personalized advice “without adding friction to their workflow,” he said.
Both companies say the integration is available immediately at no additional cost to joint customers, who can activate the data feed from within Nitrogen.