Yes Wealth vs Jump AI
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Yes Wealth
Access your financial account details securely on your mobile device. This app is designed for existing clients to view their information on the go.
- Secure account viewing
- Account details access
- Mobile device compatibility
- Designed for current clients
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This Mobile App, for current Yes Wealth clients, allows you to view account information and details securely from your mobile device.
Jump AI
This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.
- AI-powered meeting capture
- Automated note-taking in your voice
- Task generation from conversations
- CRM integration
- Phone and VoIP call transcription
- Summary-only mode
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90% less meeting admin. 100% more insight. Jump is the #1 AI operating system for advisors, from independent to enterprise. Jump turns meetings, emails, and documents into notes, automated workflows, and compliance records, so you can process a meeting in 5 minutes, not 60. Jump's mobile app includes: • One-tap in-person meeting capture and note taking • Accurate, detailed meeting notes in your voice • Pre-meeting prep access, so you’re always ready for your next meeting • AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control. • Contacts view synced with your CRM • Integrations with CRMs, planning software, and more – to sync notes and tasks where you work • Views of your meeting schedule and past meetings • The ability to send the Jump notetaker to a meeting in progress • Security controls built for regulated industries • Dark mode support for comfortable use in any lighting
Screenshots
Verdict
The clearest difference is update cadence: Jump AI at every 3 weeks against Yes Wealth's every 15 months. Jump AI also leads on ratings volume (1.6K vs 1). Yes Wealth's advantage is monetization model (free vs freemium) and device support (3 vs 1). On price, rating, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
On the App Store both sit at effectively the same score — 5.0 for Yes Wealth against 4.9 for Jump AI. That said, the two scores are not equally well evidenced: Jump AI has 1.6K ratings behind it against 1, so its average is the more settled of the two.
Yes Wealth ships an update every 15 months, Jump AI every 3 weeks. The most recent releases landed on June 24, 2026 and September 22, 2026 respectively.
| Parameter | Yes Wealth | Jump AI |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | 4.9 (1.6K ratings) |
| Positive reviews | — | 65.2% of reviews |
| Number of ratings | 1 | 1.6K — better |
| Update frequency | Every 15 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free — better | Freemium |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 15.6 — better | 18.0 |
| Further details — not scored | ||
| Size | 61 MB | 78 MB |
| Age rating | 4+ | 4+ |
| Developer | S Capital Wealth Advisors, LLC | Accio, Inc. |
Customer experience
Yes Wealth
Jump AI
In-app purchases
Yes Wealth
No in-app purchases
Jump AI
No in-app purchases
Questions
Is Yes Wealth free?
Is Jump AI free?
Which has better reviews, Yes Wealth or Jump AI?
Do Yes Wealth or Jump AI have ads?
Which is updated more often, Yes Wealth or Jump AI?
Other comparisons
