How much do Jump, Zocks, and Finmate AI cost in 2026
Last updated April 13, 2026 · By Isaiah Grant, Founder
Entry-tier pricing for the three biggest AI note-taker tools used by RIAs in 2026 lands between $67 and $76 per advisor per month. Mid-tier plans run $120 to $184. Pricing has compressed roughly 40 percent since early 2025 as the category has filled out.
The 2026 pricing snapshot
Across the three category leaders, pricing in April 2026 looks like this. Jump: $75/month entry tier, $120/month for the Pro tier with meeting scorecards, custom for Ultimate. Zocks: $67/month entry, $184/month for the tier that auto-drafts client emails. Finmate AI: $76/month entry. Fireflies.ai: $10–$19/month entry, but it's not financial-services-specific. All four added at least one tier and trimmed at least one price between Q4 2025 and Q1 2026.
What you get at each tier
Entry tiers all do the same core job — meeting transcription, summary, action-item extraction, optional CRM push. The differences show up in the mid tiers. Jump's Pro adds meeting scorecards (advisors can rate themselves or staff against a rubric). Zocks' $184 tier writes the follow-up email automatically and stores text-only (no audio or video) for tighter compliance posture. Finmate's mid-tier focuses on integrations breadth. Fireflies' upside is price; the downside is it's a horizontal product without RIA-specific compliance guardrails.
Where the per-seat math breaks
Per-seat pricing looks reasonable for a 2-3 person firm. It stops looking reasonable around 8 advisors. A 10-seat Jump Pro contract is $14,400/year for one workflow (meeting prep). For the same money you can install a full AI brain that handles meeting prep, follow-ups, content, lead scoring, and compliance review — and own the configuration outright. The category leaders are priced for firms that want one tool; firms that want a system find per-seat math unfavorable past about seat 6.
What's not in the sticker price
None of these tools include the integration work to wire them into the firm's CRM, document storage, and email correctly. Most include a self-serve setup that gets a firm to 60% of the value; the other 40% requires custom prompts, voice training, and workflow design that nobody else is going to do for the firm. Budget either internal time or an outside install partner for that work — it's the difference between an AI that summarizes meetings and an AI that drafts the follow-up email in the principal's voice.
Frequently asked
Is there a free tier?
Most of the category leaders offer a free trial (7-30 days) but no permanent free tier. Fireflies has a free plan with limited monthly meetings. Zocks and Jump trials are full-feature so a firm can evaluate the actual stack before paying.
Which one has the best compliance posture?
Zocks has the strongest published compliance story — text-only storage by default, no audio retention, SOC 2 Type II. Jump is also SOC 2-compliant. Fireflies stores audio by default, which most CCOs flag as a problem for client conversations.
Can I run more than one of these at once?
Yes, and some firms do. The pattern is one note-taker for client meetings and a separate horizontal tool (like Fireflies) for internal meetings. Watch for double-billing per Zoom call — you'll need to disable one bot per meeting or you'll get duplicated transcripts.
Why did pricing drop so much in 2026?
Two reasons. First, transcription itself has commoditized — the underlying Whisper-class models cost pennies per hour now. Second, the category filled out: there are now 12+ products competing for the same RIA seats, so anyone above $200/seat has to defend it with workflow value, not just transcription.
How does this compare to the install model?
A flat $50K install (3 days on-site + 8 months of operate) is roughly equivalent in 12-month cost to about 35 seats of Jump Pro. The cost-comparison only works in one direction once you're past about 8 advisors — below that, per-seat tools are cheaper. Above that, an installed brain wins.
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