About Parker Ence
Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI solution for financial advisors. Parker is a 4x technology CEO with experience in fintech, data, AI and briefly at Google Cloud AI.
Parker received an MBA from Stanford Graduate School of Business and a bachelors in Economics from the University of Utah.
About Jump Advisor AI
Jump is the industry’s leading advisor AI solution, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes – not 60. Jump is made for advisors,100% customizable, deeply integrated with the tech stack and designed with safety and compliance in mind.
About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representatio...
