# Pricing transcribed from the provider's own page — see provenance. Numbers are quoted, not derived.
generated: '2026-10-07'
method: searched
source: https://jump.ai/pricing
sources:
- https://jump.ai/pricing
provenance:
  tool: all/0-working/economics/harvest_pricing.py
  run: 20261007T104522
  grounding: every price_text was found verbatim in the fetched page text
audience: business-product
pricing_basis: per-seat
delivery:
  delivery: managed
  method: page
  read: '2026-10-07'
published: true
note: Per-advisor monthly pricing with monthly/annual toggle ('Save up to 20% with annual payments');
  Enterprise is contact sales. API access mentioned only as an Enterprise feature.
plan_count: 4
currency: USD
plans:
- name: Core plan — Meet
  price_text: $ 100 per advisor/mo
  price: 100
  currency: USD
  period: month
  unit: per advisor
  included_quota: AI notetaker, Unlimited meetings, Pre-meeting preparation, Follow-up tasks & emails,
    Sync to CRM or financial planning tools, Meeting scheduling
- name: Onboard (Add-on)
  price_text: $ 50 per advisor/mo
  price: 50
  currency: USD
  period: month
  unit: per advisor
  included_quota: AI-assisted account opening, Automatic form completion, Document intake, CRM field mapping,
    Sync forms to CRM, Scrape documents
- name: Grow (Add-on)
  price_text: $ 50 per advisor/mo
  price: 50
  currency: USD
  period: month
  unit: per advisor
  included_quota: Meeting analytics & insights, Topics & trends monitoring, Proactive client recommendations,
    Conversation guides, Advisor coaching, Revenue opportunity sourcing
- name: Enterprise
  price_text: Contact sales
  period: none
  included_quota: API & build access, SSO, Custom attestations, SCIM/SAML, Compliance dashboard, Conditional
    features, Custom disclosures, Personalized configuration
x-canonical:
  generated: '2026-10-08'
  vocabulary: all/0-working/economics/plans-canonical.yml
  models:
  - subscription
  units: []
  plans:
  - name: Core plan — Meet
    access: other
    model: subscription
    model_how: derived
    units:
    - other
    periods:
    - month
  - name: Onboard (Add-on)
    access: other
    model: subscription
    model_how: derived
    units:
    - other
    periods:
    - month
  - name: Grow (Add-on)
    access: other
    model: subscription
    model_how: derived
    units:
    - other
    periods:
    - month
  - name: Enterprise
    access: other
    model: unstated
    model_how: derived
    units: []
    periods:
    - none