Jump vs Fathom
Only facts from each vendor's own pages. Integrations both list: Google Meet, HubSpot, Microsoft Teams, Salesforce, Slack, Zapier, Zoom.
Jump | Fathom | |
|---|---|---|
| What it does | AI assistant for advisors that turns meetings, emails and documents into notes, workflows and audit-ready records; separate Onboard (account opening, document intake) and Grow (meeting analytics) products. ↗ jump.ai | General-purpose AI notetaker for Zoom, Google Meet and Microsoft Teams calls. Free for individuals, with CRM updates for teams. Not built for advisors. ↗ fathom.ai |
| Pricing | Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing | Free plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user minimum). Enterprise: talk to sales. ↗ fathom.ai/pricing |
| Integrations | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex | Zoom, Microsoft Teams, Google Meet, Salesforce, HubSpot, Zapier, Slack, ChatGPT, Claude |
| Security claims | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page | SOC 2 Type II, GDPR and HIPAA mentioned on homepage |
| Our take | Publishes per-advisor prices, which most rivals don't. Says LPL, Osaic and Cetera use it. | Cheap, but it isn't built for advisors and doesn't list Redtail, Wealthbox or Orion integrations. Check books-and-records and archiving with your CCO first. |
| Visit Jump | Visit Fathom |
We don't declare a winner without evidence. Pick based on your CRM, budget and your CCO's view of the security claims.