Edward Jones Ventures is excited to announce the beginning of its second year, marking the occasion with significant investments in technology platforms designed to help families and financial advisors tackle complex financial challenges. These challenges include estate settlements, long-term care planning, equity compensation, and business ownership. This initiative is a direct response to the increasingly intricate needs of clients, particularly in light of the ongoing $124 trillion wealth transfer.
The venture arm is focusing on backing artificial intelligence-driven financial planning tools that aim to simplify critical life events and decision-making processes. Furthermore, it is establishing what it refers to as an innovation ecosystem to help accelerate the development and commercialization of financial wellness solutions. Currently, Edward Jones Ventures’ portfolio comprises 15 companies, with 10 active commercialization initiatives in progress. Notably, more than 70% of Edward Jones’ U.S. financial advisors have engaged in pilot programs and other activities.
Among its latest investments, Edward Jones Ventures has highlighted Alix, an innovative estate settlement platform that merges AI automation with a human-led settlement team. This combination is designed to assist families as they navigate the administrative, tax, and legal processes that follow a loss. Alix aims to automate document collection, deadline tracking, and task prioritization, while settlement specialists oversee complex decisions and collaborate with financial advisors.
The firm also spotlighted Brillian, a comprehensive solution that integrates business advisory services with personal financial planning. This platform is designed to enable advisors to better support their business owner clients, helping them save time, enhance cash flow, and maximize enterprise value.
Another noteworthy investment is Grantd, an AI-enhanced platform that provides guidance and education on equity compensation. Its goal is to simplify the complexities of equity grants by delivering faster insights, actionable strategies, and tax-planning assistance. Edward Jones Ventures has also mentioned Waterlily, an AI platform previously announced, which utilizes over 500 million data points to forecast long-term care events and optimize funding strategies through a mix of self-funding, insurance, and annuity products.
Edward Jones Ventures operates a model focused on strategic investments, incubating new businesses, and piloting solutions that aim to enhance client service and improve the efficiency of practice teams. Since its launch in January 2025, the venture arm has invested in various financial wellness and education solutions, including Addition Wealth, which is currently being rolled out to Edward Jones practice teams, as well as the digital life insurance platform Porch Software. Additionally, the firm launched Aboon, a digital-first third-party administrator designed to streamline the management of 401(k) plans, making it faster and more efficient for clients of all Edward Jones financial advisors. They also hosted their first annual Innovation Summit, which brought together over 150 innovators, entrepreneurs, thought leaders, and venture capitalists in St. Louis.
Looking to the future, Edward Jones Ventures is prioritizing technological innovations related to healthy aging, intergenerational wealth transfer, support for business owners, and tax simplification.
Edward Jones is one of the leading financial services firms in the U.S. and operates through its affiliate in Canada. With over 20,000 financial advisors serving more than 9 million clients, the firm manages $2.5 trillion in client assets as of December 31, 2025. In total, Edward Jones employs approximately 55,000 associates and has a branch presence in 68% of U.S. counties, as well as in most Canadian provinces and territories.
KEY QUOTES
“Edward Jones Ventures has built an ecosystem of innovators, entrepreneurs and industry leaders who are coming together to drive meaningful value creation for our clients, practice teams and the industry as a whole.”
“Together, we can accelerate solutions to real issues for real people faster than any of us could do alone, making it possible for more people to achieve financial fulfillment,”
Greg Robinson, Head Of Edward Jones Ventures
