Edward Jones Ventures Launches
Edward Jones Ventures identifies new ideas, opportunities and emerging technologies – prioritizing the viability of ideas that can meet client needs and serve new client segments.
Learn MoreEdward 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.
Coming Soon: Innovation Summit Nov. 18-19, 2025
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.
Redefining innovation in wealth management
Improving general wellness
Finances influence an individual's physical, emotional and general well-being. How can the financial advisor serve as a trusted partner to help clients achieve their goals and live the fullest, richest lives possible?
Simplifying the complexity of running a business
Business owners face a unique set of financial challenges (e.g., sales services, cash flow optimization, retirement plans), and therefore require a purpose-built set of services to meet their individual needs.
Helping clients make better choices
Digital and AI-powered wealth products can empower advisors and help streamline client journeys, unlocking new channels, driving operating efficiency and potentially improving client outcomes.
Family office services for every family
Many high-value financial and planning solutions (e.g., tax, estate, charitable giving) are reserved for more affluent individuals. Delivering these services to the mass-market offers tremendous value.
Workplace and holistic financial well-being
Workplace and employer relationships are central to most people's financial lives. How can we support clients to ensure they are realizing the full value of their employer benefits?
Making it easy to work with us
Back-office and compliance functions for wealth management and financial services (e.g., clearing, custody, cyber) are often encumbered by legacy and needlessly complex infrastructure, creating an opportunity for AI-led disruption.
A sample of Edward Jones Ventures' portfolio includes:
- PorchSoftware, which offers secure access to essential insurance products via an industry-leading digital platform.
- Waterlily, which simplifies long-term care planning by using AI to project future care needs and help individuals create personalized plans to secure their futures.
- 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.
- Goalsetter® teaches kids about saving, spending and the importance of healthy financial habits through their financial education platform.
"Edward Jones Ventures brings together all the things we care most about: our clients' experience, innovation and partnering towards a common purpose."
Penny Pennington, Managing Partner, Edward Jones
Let's talk
Have a question about Edward Jones Ventures? Reach out to ventures@edwardjones.com to learn more.
Meet the Edward Jones Ventures team:
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Learn More*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.