Insights

Market Expansion Mobile Assistant operates in the financial services sector with a strong focus on transcription and client interaction solutions, presenting opportunities to expand into related financial advising and wealth management firms seeking efficient meeting documentation tools.

Strategic Acquisition The recent acquisition by Jump.ai indicates strategic growth and increased industry recognition, making Mobile Assistant a promising partner for AI integrations and innovative workflow solutions in financial advisory practices.

Technology Integration With notable integrations like CRM systems and OpenAPI ConnectIt+ technology, Mobile Assistant appeals to organizations seeking advanced, customizable voice and transcription tools embedded within their existing tech ecosystem.

Competitive Landscape Mobile Assistant's revenue range of 25 to 50 million places it within a dynamic competitive space alongside companies like Fireflies.ai and Otter.ai, indicating potential for upselling or cross-selling AI-driven productivity solutions.

Growth Potential Given the company's employment size and recent industry activity, there are significant opportunities to scale sales efforts by targeting mid-sized financial firms aiming for digital transformation and efficient client communication.

Similar companies to Mobile Assistant

Mobile Assistant Tech Stack

Mobile Assistant uses 8 technology products and services including Linkedin Insight Tag, Microsoft Clarity, Amazon Web Services, and more. Explore Mobile Assistant's tech stack below.

Linkedin Insight Tag
Analytics
Microsoft Clarity
Analytics
Amazon Web Services
Cloud Hosting
Fastly
Content Delivery Network
MySQL
Database
Font Awesome
Font Scripts
HubSpot
Marketing Automation
Microsoft ASP.NET
Web Frameworks

Media & News

jump.ai acquires Mobile Assistant, Inc..
Salt Lake City-based Jump, a provider of artificial intelligence solutions for financial advisors, has acquired Wisconsin-based Mobile Assistant, a leading transcription service for advisor meetings.
Oct 21, 2025 | www.wealthtechstrategy.com

Mobile Assistant's Email Address Formats

Mobile Assistant uses at least 1 format(s):

Mobile Assistant Email Formats	Example	Percentage
First.Last@mobileassistant.us	John.Doe@mobileassistant.us	34%
First@mobileassistant.us	John@mobileassistant.us	27%
Last@mobileassistant.us	Doe@mobileassistant.us	5%
First.Last@mobileassistant.us	John.Doe@mobileassistant.us	34%

Frequently Asked Questions

Where is Mobile Assistant's headquarters located?

Mobile Assistant's main headquarters is located at 101 East Main Street, Suite 5. The company has employees across 1 continents, including North America.

What is Mobile Assistant's phone number?

You can contact Mobile Assistant's main corporate office by phone at

+1-888-373-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mobile Assistant's official website and social media links?

Mobile Assistant's official website is mobileassistant.us and has social profiles on LinkedIn.

What is Mobile Assistant's SIC code NAICS code?

Mobile Assistant's SIC code is 7338 - Secretarial and Court Reporting Services NAICS code is 52 - Finance and Insurance.

How many employees does Mobile Assistant have currently?

As of December 2025, Mobile Assistant has approximately 51 employees across 1 continents, including North America. Key team members include President: J. T.Owner: S. G.Project Resource Manager: L. A.. Explore Mobile Assistant's employee directory with LeadIQ.

What industry does Mobile Assistant belong to?

Mobile Assistant operates in the Financial Services industry.

What technology does Mobile Assistant use?

Mobile Assistant's tech stack includes Linkedin Insight TagMicrosoft ClarityAmazon Web ServicesFastlyMySQLFont AwesomeHubSpotMicrosoft ASP.NET.

What is Mobile Assistant's email format?

Mobile Assistant's email format typically follows the pattern of First.Last@mobileassistant.us. Find more Mobile Assistant email formats with LeadIQ.

When was Mobile Assistant founded?

Mobile Assistant was founded in 1998.

Mobile Assistant

Q: What is Mobile Assistant's official website and social media links?

Mobile Assistant's official website is mobileassistant.us. Mobile Assistant has social profiles on LinkedIn.

Q: How many employees does Mobile Assistant have currently?

Mobile Assistant has approximately 51 employees.

Q: What technology does Mobile Assistant use?

Mobile Assistant's tech stack includes jQuery Migrate, Twemoji, HTTP/3, Font Awesome, Java.

Financial ServicesWisconsin, United States51-200 Employees

Mobile Assistant is shaping the way people capture and consume ideas, thoughts and client interactions utilizing our professional, human dictation solution. The introduction of built-in templates in our TalkIt+ mobile app combined with industry leading CRM integrations, and OpenAPI ConnectIt+ technology, empower advisor teams to replicate process and workflow.