--- title: "Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans" description: "Jump has partnered with Wealth.com to integrate estate planning data into its pre-meeting preparation for financial advisors. This collaboration allows advisors to access estate planning households, r" type: "news" locale: "en" url: "https://longbridge.com/en/news/275641698.md" published_at: "2026-02-11T17:42:08.000Z" --- # Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans > Jump has partnered with Wealth.com to integrate estate planning data into its pre-meeting preparation for financial advisors. This collaboration allows advisors to access estate planning households, roles, and document statuses seamlessly, enhancing client conversations and reducing administrative tasks. The integration aims to improve the advisor-client experience by providing a comprehensive view of client needs and facilitating more effective follow-ups. Advisors can connect their Wealth.com accounts to Jump without additional costs, enhancing their efficiency in estate planning discussions. **Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans** *Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry* **Jump**, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a strategic partnership with **Wealth.com**, the industry’s leading estate and tax planning platform. The integration allows advisors who use both platforms to seamlessly pull estate planning data from Wealth.com into Jump’s pre-meeting preparation experience and, over time, push structured estate-related updates from Jump back into Wealth.com. The integration brings Wealth.com estate planning households, roles and document status into Jump’s pre-meeting experience alongside meeting history and other connected data. This gives advisors a more complete view of each client and makes it easier to identify gaps, missing roles or outdated documents. By reducing manual work around estate planning and meeting preparation, the integration builds on Jump’s mission to help advisors reclaim time for higher-value work – time that more than 90 percent of Jump users report allocating toward revenue-producing activities – and enables advisors to focus their client conversations where they matter most. “At its core, this integration connects what advisors talk about with what their planning systems know,” said **Parker Ence**, **co-founder and chief executive officer of Jump**. “By bringing estate planning data directly into meeting preparation, we’re reducing friction for advisors so they can focus less on administrative work and more on delivering advice that reflects what clients actually care about.” Jump’s**Insights Report**,released earlier this year, reveals that estate planning is discussed in roughly 45 percent of advisor-client meetings and is highly correlated with positive client sentiment. By making this information readily available during meeting preparation, the integration helps advisors engage more confidently in these conversations and deliver a stronger client experience. “There’s a high degree of overlap between advisory firms using Jump and Wealth.com, and our capabilities naturally complement each other,” said **Danny Lohrfink**, **co-founder and chief product officer of Wealth.com**. “By combining contextual conversations with complex calculations, we create a better client experience and give advisors more time to focus on the relationship.” **Key Benefits for Advisors** **Before the meeting** - Estate planning households, roles and document status surfaced during meeting prep - Clear visibility into gaps, missing roles or outdated documents **After the meeting** - Reduced need to manually re-enter information - In future phases, the ability to capture estate-related updates discussed in meetings and push structured insights back into Wealth.com **Across the client lifecycle** - Estate planning data combined with meeting notes and other integrations in a single client view - More effective preparation, follow-up and continuity across conversations Advisors can access the integration by securely connecting their Wealth.com account to Jump via OAuth. There is no additional cost to advisors beyond an active Jump subscription and an existing Wealth.com account. To learn more about Jump and Wealth.com, visit their respective websites at **jump.ai** and **wealth.com**. **About Jump** Jump is the leading AI assistant and intelligence engine built for financial advisors and other financial services professionals. Founded in 2022, it delivers 20+ AI-powered features that reduce busywork—automating meeting prep, note-taking, recaps, follow-ups and CRM updates—and surfaces growth insights, while embedding industry-leading compliance. With 21,000+ advisors on the platform and top advisor satisfaction ratings (including #1 in advisor satisfaction and adoption), Jump is the category leader in advisor-AI. Deeply integrated, fully customizable and designed for scaling smarter, Jump empowers firms to elevate the advisor-client experience in the age of AI. Learn more at jump.ai. **About Wealth.com** Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs—from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. **Media Contacts** **StreetCred PR** Jump@streetcredpr.com Audrey Clay Audrey@streetcredpr.com 865-253-6082 Jason Lahita Jason@streetcredpr.com 973-460-7837 View source version on businesswire.com: https://www.businesswire.com/news/home/20260211156348/en/ ### Related Stocks - [WLTH.US - Wealthfront](https://longbridge.com/en/quote/WLTH.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Wealthfront｜8-K：2026 财年 Q3 营收 93.22 百万美元 | | [Link](https://longbridge.com/en/news/272319053.md) | | 股东通知：Faruqi & Faruqi, LLP 因 Wealthfront 上市后股价下跌而启动调查 | Faruqi & Faruqi, LLP 对 Wealthfront Corporation 发起了调查，原因是其股票在首次公开募股后出现了显著下跌。该公司鼓励遭受损失的投资者讨论他们的法律选择。由于财报令人失望以及对其抵押贷款业务战略风险 | [Link](https://longbridge.com/en/news/272853614.md) | | “智能投顾鼻祖” Wealthfront 资产规模大 928 亿美元，美股牛市下营收创新高 | 智能投顾平台 Wealthfront 公布季度财报，营收创纪录达 9320 万美元，同比增长 16%，平台资产规模达 928 亿美元。受益于美股牛市，客户从现金账户向投资账户的资金转移创历史新高，反映投资者风险偏好提升。公司上月完成 IPO | [Link](https://longbridge.com/en/news/272338060.md) | | 18:56 ET 投资者警报：Pomerantz 律师事务所代表 Wealthfront Corporation 的投资者进行索赔调查 - WLTH | Pomerantz 律师事务所正在代表 Wealthfront Corporation（纳斯达克代码：WLTH）的投资者调查有关该公司及其高管可能存在的证券欺诈或非法商业行为的索赔。Wealthfront 于 2025 年 12 月 12 | [Link](https://longbridge.com/en/news/275824892.md) | | Wealthfront 财报电话会议：高利润率增长，IPO 实力 | Wealthfront Corporation 举行了第三季度财报电话会议，报告收入创纪录达到 9320 万美元，平台资产增长 21% 至 928 亿美元，且盈利指标强劲，毛利率为 89%。尽管面临宏观经济挑战，公司强调了其增长势头和来自近 | [Link](https://longbridge.com/en/news/273763945.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.