Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW
wealthtech on deck podcast - Parker Ence

Turning Conversations into Compliance-Ready Records with Parker Ence

Listen on Apple Podcasts

Listen on Spotify

This week, Jack Sharry talks with Parker Ence, CEO & Co-founder of Jump Advisor AI, a fast-growing startup that brings an AI-enhanced client meeting cycle to financial advisors. Parker is an entrepreneur and operator with 12 years of CEO/Co-founder experience across advisortech, data/DaaS, AI, SaaS, and insurtech.

Jack and Parker discuss how Jump helps RIAs and broker-dealers slash client meeting admin time by up to 90%. From real-time meeting prep and automated CRM updates to actionable insights and compliance-ready workflows, Parker shares how Jump revolutionizes the client meeting cycle for financial advisors. He also explores the company’s rapid growth, significant enterprise partnerships, and his vision for the future of AI in financial services.

SEI LifeYield info@lifeyield.com
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2025 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.
Privacy Notice  |  Terms of Use  |  
Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.