Jump vs FinMate AI
Only facts from each vendor's own pages. Integrations both list: Redtail, Salesforce, Wealthbox, Zoom.
Jump | FinMate AI | |
|---|---|---|
| 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 | AI notetaker for advisors (pre-meeting scripts, summaries, action items, compliance-ready notes), plus agentic workflow automation. ↗ finmate.ai |
| Pricing | Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing | Standard $39/mo billed annually (unlimited hours, CRM integrations, free trial). Enterprise: custom. ↗ finmate.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 | Salesforce, Redtail, Wealthbox, Google Calendar, Outlook, Zoom |
| 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 2; Cyber insurance via WTW and Coalition; Penetration testing |
| Our take | Publishes per-advisor prices, which most rivals don't. Says LPL, Osaic and Cetera use it. | The lowest published price among the advisor-specific notetakers we list. |
| Visit Jump | Visit FinMate AI |
We don't declare a winner without evidence. Pick based on your CRM, budget and your CCO's view of the security claims.