Fundz
New|Fundz now works inside Claude2 min

Timing. Relevance. Relationships.

Fundz is the only platform that reads more than a dozen real‑time signals all day, every day, so you know about new funding, new executives and new contracts within minutes of them happening, not days or weeks later like the databases you’re used to. It then combines the signals on each company, scores every company against what you offer, and weaves in your own network, so you discover new accounts first and work existing ones better.

Each morning you get the ones worth your time right now: who to reach, why now, and who you already know there. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.

Trusted by

OracleSnowflakeCloudflareLinkedInGoogleSalesforce
4.8/5 on G2· Since 2015

Jump acquires Mobile Assistant to enhance AI tools

PRIVATEOct 21, 2025

Acquiring Company

Jump

Acquired Company

Mobile Assistant

Salt Lake CityWaunakeeInformation TechnologySoftwareArtificial Intelligenceinformation technology & servicesFinanceFintech

Description

Jump has acquired Mobile Assistant to expand its capabilities in AI solutions for financial advisors. This acquisition aims to improve workflow efficiency and client relationships for Mobile Assistant's users. Both companies share a commitment to enhancing the advisor-client connection through technology. The transition for Mobile Assistant customers will include dedicated onboarding support from Jump.

Company Information

Company

Jump

Location

50 W BROADWAY

Salt Lake City, Utah, United States

About

Accio, Inc. is doing business as Jump. Jump is an AI assistant for financial advisors that automatically creates notes, manages tasks, and streamlines compliance.

Fundz sees it the moment Jump makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Dan
Likely contact at this company
••••••••@••••••••

See Dan's verified email →

Tobin
Senior decision-maker at this company
••••••••@••••••••

See Tobin's verified email →

Peter
Senior decision-maker at this company
••••••••@••••••••

See Peter's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Jump's next move

Learn about Strategic plan

Frequently asked

Who acquired Mobile Assistant?

Mobile Assistant was acquired by Jump, based in Salt Lake City. The deal was reported on October 21, 2025. Accio, Inc. is doing business as Jump. Jump is an AI assistant for financial advisors that automatically creates notes, manages tasks, and streamlines compliance. Jump is privately held and operates in Information Technology.

When did Jump acquire Mobile Assistant?

Jump's acquisition of Mobile Assistant was reported on October 21, 2025. Jump has acquired Mobile Assistant to expand its capabilities in AI solutions for financial advisors. This acquisition aims to improve workflow efficiency and client relationships for Mobile Assistant's users. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Mobile Assistant do?

Mobile Assistant is shaping the way people capture and consume ideas, thoughts and client interactions utilizing our professional, human dictation solution. It is privately held, operating in Finance, and is based in Waunakee.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.