Jump and Zocks make advisors efficient. WealthAmp makes firms grow. This page compares all three honestly, current pricing included, and explains why the firms furthest ahead run an efficiency tool and a growth layer at the same time.
Most comparisons in this category ask the wrong question. Jump and Zocks are not competitors of WealthAmp, and choosing between the three is not the decision a firm actually faces. Jump and Zocks compete with each other in the efficiency layer: AI meeting notes, prep, follow-ups, and form work, bought to give advisors time back. WealthAmp is the growth layer: it exists to turn client relationships into new assets, and it assumes an efficiency layer either exists or is coming. The honest comparison is not which to pick but which layer your firm is missing.
At a glance
| Jump | Zocks | WealthAmp | |
|---|---|---|---|
| Layer | Efficiency | Efficiency | Growth |
| Core job | Meeting notes, prep, follow-ups, CRM sync | Notes, client profiles, forms, and CRM automation without storing recordings by default | Turn client conversations into referrals, consolidated assets, and a measured organic growth rate |
| Typical buyer | COO / operations | COO / operations | CEO / Chief Growth Officer |
| Justified by | Hours saved per advisor | Hours saved per advisor | Net new assets |
| Referral motion | Grow add-on surfaces opportunities from meeting analytics | Opportunity identification on the Ultimate tier | The whole product: daily book scoring, the ask in the advisor's voice, rehearsal, COI management, firm-level coaching |
| Listed pricing | $100/advisor/mo (Meet), add-ons $50/advisor/mo each, enterprise custom | $67 to $184/user/mo billed annually, higher monthly, enterprise custom | Quoted per firm; seats plus a firm-level Growth Office. See pricing |
| Budget line | Software | Software | Growth, beside coaching and marketing |
| Runs alongside the other two | Yes | Yes | Yes, by design: reads efficiency-tool output, never replaces it |
Vendor pricing as listed publicly in August 2026. Jump and Zocks both offer annual discounts and custom enterprise quotes; confirm with each vendor.
What Jump does
Jump is an AI assistant for financial advisors built around the meeting. Its core Meet product ($100 per advisor per month as of August 2026) records or ingests the meeting, produces structured notes in the firm's formats, drafts follow-up emails and tasks, prepares the advisor before the meeting, and syncs to the CRM. Two add-ons extend it: Onboard ($50 per advisor per month) automates account opening, document intake, and form completion, and Grow ($50 per advisor per month) adds meeting analytics, topic monitoring, client recommendations, conversation guides, advisor coaching, and revenue opportunity sourcing. An Enterprise tier with custom pricing adds SSO, API access, and compliance tooling.
Jump's Grow add-on is the closest any efficiency tool comes to the growth layer: it can surface held-away assets and opportunities mentioned in meetings. The difference is scope and unit of work. Grow analyzes meetings; WealthAmp runs a growth motion: it scores the entire book daily for referral readiness, drafts the specific ask in the advisor's own voice, rehearses it against a simulation of the actual client, manages centers of influence, and rolls everything into a firm-level growth record. A firm can run Jump for the meeting work and WealthAmp for the growth motion without overlap in what either is accountable for.
What Zocks does
Zocks is a privacy-first AI meeting assistant for advisors, notable for working from conversation without storing recordings by default. Its annual-billing tiers as of August 2026: Essentials ($67 per user per month) covers AI note-taking, meeting prep, CRM integration, and unlimited meetings; Professional ($117) adds form automation, analytics, client profiles, a coaching center, and admin seats; Ultimate ($184) adds native scheduling, automated email replies, document intelligence extraction, and Zapier automation. Month-to-month rates run higher ($80, $140, $220), and an Enterprise Platform is quoted custom.
Zocks has invested heavily in the data side of the efficiency layer: structured client profiles built from conversations, form filling, and CRM hygiene. As with Jump, the overlap with WealthAmp is at the edges (client profiles, coaching center) and the difference is the job: Zocks makes the advisor's existing workload lighter; WealthAmp creates and manages a workload that mostly does not exist today, the systematic pursuit of referrals, held-away assets, and centers of influence, measured at firm level.
What WealthAmp does
WealthAmp is bought to move one number: the firm's organic growth rate. It finds the referral moment in every client conversation and scores the whole book daily for readiness. It prepares the ask in the client's words and the advisor's own voice, a draft, never a script. It coaches the advisor with rehearsal against a simulated version of the specific client. It builds and measures centers of influence, surfaces held-away assets, and gives the Chief Growth Officer one view of the whole engine. Underneath the plays sit working surfaces, including note-taking for firms with no capture, but the surfaces are components, not the pitch.
The buyer is different too, and that matters more than any feature. Efficiency tools are bought by the COO out of the software budget and justified in hours saved. WealthAmp is bought by the CEO or Chief Growth Officer out of the growth budget and justified in net new assets. That is why running both is normal rather than redundant: they answer to different owners about different numbers.
Running both: the pattern we actually see
The firms getting the most from AI are not choosing a layer; they are stacking them. The efficiency tool captures the meeting and eliminates the admin. WealthAmp reads the conversation record, catches the openings, and runs the growth motion on top. Advisors keep the notetaker they already like, the COO keeps the efficiency line, and the growth office gets the layer that was missing. WealthAmp integrates with the systems of record a firm already runs, CRM, meeting capture, portfolio, and planning, and is the system of record for none of them. What it keeps is the growth record: which referral moments occurred, what the advisor said, whether it converted, and which relationships produce.
If you are earlier in the journey and comparing categories rather than vendors, start with the best software for RIA client referrals, which maps all five categories honestly, or the complete guide to building a financial advisor referral program.
Frequently asked questions
How much does Jump AI cost?
As of August 2026, Jump's core Meet product is listed at $100 per advisor per month, covering the AI notetaker, unlimited meetings, meeting prep, follow-up tasks and emails, and CRM sync. Two add-ons are listed at $50 per advisor per month each: Onboard (account opening, form completion, document intake) and Grow (meeting analytics, client recommendations, advisor coaching, opportunity sourcing). Annual billing is advertised at up to 20% savings, and an Enterprise tier is quoted custom. Confirm current numbers on Jump's own pricing page before budgeting.
How much does Zocks cost?
As of August 2026, Zocks lists three self-serve tiers billed annually: Essentials at $67 per user per month, Professional at $117, and Ultimate at $184, with higher month-to-month rates ($80, $140, and $220 respectively) and a custom-priced Enterprise Platform. Essentials covers AI note-taking, meeting prep, and CRM integration; Professional adds form automation, analytics, client profiles, and a coaching center; Ultimate adds scheduling, automated email replies, and document intelligence. Confirm current numbers on Zocks' own pricing page before budgeting.
Is WealthAmp a replacement for Jump or Zocks?
No. Jump and Zocks are efficiency-layer products: they give advisors time back by automating notes, prep, follow-ups, and forms, and they are typically bought by the COO or head of operations. WealthAmp is a growth-layer product: it finds the referral moments in client conversations, helps advisors act on them, and gives the Chief Growth Officer one view of the firm's organic growth engine. WealthAmp integrates with the efficiency tools and reads their output. Many firms run an efficiency tool and WealthAmp side by side, out of different budget lines.
Do I need an AI notetaker before buying WealthAmp?
No, but it helps. WealthAmp includes note-taking for firms that have no capture at all, and it never asks a firm to remove a working Jump or Zocks deployment. If your advisors already run a notetaker, WealthAmp reads the conversation record those tools produce and builds the growth layer on top: referral detection across the whole book, the ask in the advisor's own voice, rehearsal, and firm-level measurement.
How much does WealthAmp cost?
WealthAmp is quoted per firm rather than published as a rate card. Advisor seats include all seven plays and every working surface, and the Growth Office is quoted at firm level because it answers a firm-level question. WealthAmp is priced to live in the growth budget line, beside coaching, events, and marketing, not to displace an existing software line. See the pricing page for what drives a quote, and book a demo for numbers for your firm.
Which should a firm buy first?
Follow the leak. If your advisors have no meeting capture at all, an efficiency tool is the highest-return first purchase and will improve every meeting immediately. If capture exists but referrals, consolidation, and introductions are not happening, adding a second efficiency tool will not fix that; the missing layer is growth. Firms that already run Jump or Zocks typically add WealthAmp without touching the existing deployment.