Edward Jones Ventures

Leading wealth management innovation

Edward Jones Ventures is the strategic and capital partner to innovators promoting financial wellness for North Americans — for the next 100 years and beyond.

Innovation Summit Nov. 18-19, 2025 Energizer Park, St. Louis

This invite-only event brings together industry leaders, venture capitalists, founders and financial advisors to solve some of the most challenging problems facing our clients, colleagues and communities. 

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Why partner with us

At Edward Jones, we are committed to fostering innovation and driving meaningful value creation. Here are a few reasons to partner with us: 

Empowering innovation and strategic partnerships

We invest in innovation through pilots, incubations, joint ventures, and other commercial relationships. As design partners, we help startups find product-market fit and achieve impactful growth. 

Founder-centric value creation

We prioritize retaining significant founder ownership to incentivize growth and maximize enterprise value creation, ensuring your vision remains at the forefront of your company's journey.

Flexible investment and growth support

Our partnership approach is tailored to meet your company's specific stage of growth. We align our investments and collaborations with Edward Jones' key organizational priorities to help ensure mutual success. 

A sample of Edward Jones Ventures' portfolio


Offers secure access to essential insurance products via an industry-leading digital platform.


 


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

 


Simplifies long-term care planning by using AI to project future care needs and help individuals create personalized plan to secure their futures. 
 


A digital TPA that helps advisors design and launch retirement plans in minutes, not weeks. Powered by automation, AI, and high-touch service.

 


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 is an AI-powered platform that combines advanced technology and compassionate human expertise to handle every aspect of estate settlement, allowing families to focus on healing.

Let's talk

Have a question about Edward Jones Ventures? Reach out to [email protected] to learn more.

Meet the Edward Jones Ventures team

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*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.