Edward Jones Ventures

Edward Jones Ventures' portfolio:

Edward Jones is dedicated to building a diversified portfolio of investments and assets across fintech and wealth tech that directly align with our firm's strategic priorities. These companies are a testament to our commitment to supporting category defining innovators that enhance the advisor experience, deepen client relationships and power the future of wealth management.

Porch Software offers secure access to essential insurance products via an industry-leading digital platform.

Goal setter teaches kids about saving, spending and the importance of developing healthy financial habits through their financial education platform.

Waterlily, an AI platform, uses over 500M datapoints to predict client long-term care events and optimize funding plans through self-funding, insurance and annuity products, from discovery through coverage.

Aboon, a digital third-party administrator (TPA), combines AI-powered workflows with real-time human support to make 401(k) plans faster and easier to design, launch and manage.

Vanilla, a technology that helps advisors visualize existing estate plans, conduct "what-if" scenario planning with clients and easily create estate-planning documents with their estate advisory platform.

Alix, an estate settlement platform, combines AI-driven automation with a human-led settlement team to guide families through the administrative, tax and legal steps that follow a loss.

Brillian empowers financial advisors to deliver value for business owner clients by integrating business advisory and personal financial planning. As the first consolidated solution of its kind, Brillian helps business owners save time, increase cash flow and maximize enterprise value.

Grantd, an AI-driven equity compensation guidance and education platform, simplifies equity grants, delivering faster insights, actionable strategies, and smarter tax planning.

Addition Wealth is a digital financial wellness platform that can be offered alongside retirement plans enabling financial advisors to strengthen their workplace offering and helping employers provide differentiated benefits to their employees, including accessible financial education.

Worthy delivers tax analysis and actionable insights through a new-age AI co-pilot platform.

Accrual is building the operating system for modern accounting. Its AI-native platform replaces the fragmented tools and manual coordination that constrain today's firms across tax, audit & assurance and advisory services.

SixThirty is a global venture capital firm that invests in early-stage companies at the intersection of health, wealth, and privacy.

FinCapital is a full-lifecycle asset manager focused on B2B payments, fintech, banktech, insurtech and risktech solutions.

Capintel equips advisors with tools to compare investments, build proposals and deliver personalized client recommendations across asset classes.

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Meet the Edward Jones Ventures team

Edward Jones Ventures Annual Innovation Summit

Our commitment to innovation comes to life at our annual Edward Jones Ventures Innovation Summit in St. Louis, MO. The summit convenes innovators, entrepreneurs, thought leaders and venture capitalists to shape the next 100 years of serving clients more completely.

*Edward Jones Ventures invested in the companies listed above through JFCA LLC, an affiliate of Edward Jones. Select investments were executed prior to the establishment of Edward Jones Ventures.

This material contains forward-looking statements. You can identify forward-looking statements by words that predict or indicate future events, such as “will,” “evolve,” "develop", "grow", "project", “in the future” or similar expressions. All forward-looking statements involve known and unknown risks and uncertainties, and actual results may differ materially. These risks and uncertainties include the factors discussed in The Jones Financial Companies, L.L.L.P.’s annual report on Form 10-K for the year ended December 31, 2023, as supplemented by its quarterly reports on Form 10-Q for the periods ended March 29, 2024, June 28, 2024, and September 27, 2024. These forward-looking statements were based on information, plans, and estimates as of April 9, 2025 and the firm does not undertake to update forward-looking statements to reflect changes in underlying assumptions or new information.