Jump vs Plaid
Side-by-side comparison of AI visibility scores, market position, and capabilities
Raised $80M Series B (Feb 2026) led by Insight Partners with Allianz Life and TIAA Ventures. 27,000 advisors on platform — 1 in 10 US advisors. Fastest-growing wealthtech application in history.
About
Jump is an AI operating platform for financial advisors, reaching 27,000 registered advisors — approximately 1 in 10 US financial advisors — with zero-to-scale adoption in under two years. The company raised $80 million in Series B financing in February 2026 led by Insight Partners, with Allianz Life Ventures and TIAA Ventures as strategic co-investors. The Series B was 4x the size of the Series A, reflecting exponential revenue acceleration.
Plaid is the fintech infrastructure company connecting 12,000+ financial apps to users' bank accounts, enabling account verification, transaction data, and payment initiation for the digital finance ecosystem.
About
Plaid is a financial data infrastructure company that provides the API layer connecting financial applications to bank accounts and financial data. Founded in 2013 by Zach Perret and William Hockey, Plaid built the critical middleware that allows apps like Venmo, Robinhood, Coinbase, and thousands of other financial services to access users' bank account data with permission—enabling features like account balance verification, transaction history analysis, and direct payment initiation that would otherwise require users to navigate complex bank portal flows.
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