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  6. Jump Acquires Mobile Assistant

M&A Deal Summary

Jump Acquires Mobile Assistant

On October 21, 2025, Jump acquired software company Mobile Assistant

Acquisition Highlights
  • This is Jump’s 1st transaction in the Software sector.
  • This is Jump’s 1st transaction in the United States.
  • This is Jump’s 1st transaction in Wisconsin.

M&A Deal Summary
Date 2025-10-21
Target Mobile Assistant
Sector Software
Buyer(s) Jump
Deal Type Add-on Acquisition

Target

Mobile Assistant

Waunakee, Wisconsin, United States
Mobile Assistant provides dictation-based transcription services for financial advisors. It provides advisors in documenting client conversations, building compliance-ready records, and streamlining back-office workflows. Mobile Assistant was formed in 2009 and is based in Waunakee, Wisconsin.

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Buyer(S) 1

Buyer

Jump

Salt Lake City, Utah, United States
Category Company
Sector Software
DESCRIPTION

Jump is an AI platform that automates meeting prep, notes, compliance, CRM updates, client recaps, and follow-up tasks – turning hours of admin into minutes. Beyond automation, the company delivers real intelligence and insights that help advisors deepen client relationships and make better decisions. Deeply integrated, fully customizable, and designed with compliance and AI safety at the core, it empowers firms to scale smarter and elevate the advisor-client experience in the age of AI. Jump is based in Salt Lake City, Utah.

DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Wisconsin M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
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