Edward Jones Ventures has announced the commencement of its second year of operations, significantly expanding its investments in technology platforms designed to assist families and financial advisors in navigating complex financial journeys such as estate settlements, long-term care planning, equity compensation, and business ownership. This strategic move comes in response to the ongoing $124 trillion wealth transfer, indicating a shifting landscape of client needs that demands innovative solutions.
The venture arm has committed to backing AI-enhanced financial planning tools aimed at streamlining pivotal life events and decision-making processes. Edward Jones Ventures is keen on creating an innovation ecosystem that fosters the development and commercialization of financial wellness solutions. Currently, the firm has built a portfolio of 15 companies, with 10 active projects geared toward commercialization. Notably, over 70% of Edward Jones’ U.S. financial advisors have participated in various pilot programs.
Among its recent investments, Edward Jones Ventures has spotlighted Alix, an estate settlement platform that utilizes AI-driven automation alongside a human-led settlement team. This platform will assist families with the administrative, tax, and legal proceedings following a loss, offering features like automated document collection and task prioritization, while settlement specialists handle complex decision-making.
Additionally, the venture arm highlighted Brillian, designed to be a comprehensive solution that merges business advisory and personal financial planning, thus equipping advisors to better serve their business owner clients. This platform aims to save time, improve cash flow, and maximize the value of enterprises.
Another significant investment is Grantd, an AI-powered equity compensation guidance platform that simplifies the landscape of equity grants by providing quicker insights, actionable strategies, and essential tax-planning support. Edward Jones Ventures also mentioned Waterlily, which leverages over 500 million data points to predict long-term care needs and optimize funding strategies through various financial products.
Edward Jones Ventures embraces a model of strategic investing, incubating new businesses, and piloting solutions designed to maximize client service and operational efficiency for practice teams. Since its launch in January 2025, it has invested in various financial wellness solutions, including Addition Wealth, a service currently being integrated into Edward Jones practice teams, and Porch Software, a digital life insurance platform. The firm also introduced Aboon, a digital-first third-party administrator aimed at streamlining work with 401(k) plans for Edward Jones clients, and hosted its inaugural Innovation Summit, drawing over 150 innovators, entrepreneurs, and venture capitalists to St. Louis.
Looking forward, Edward Jones Ventures is concentrating on technologies and solutions related to promoting longevity, managing intergenerational wealth transitions, supporting business owners, and simplifying tax processes. As a leading financial firm in the U.S. and Canada, Edward Jones serves over 9 million clients through more than 20,000 financial advisors and manages $2.5 trillion in client assets as of December 31, 2025. With approximately 55,000 associates and a presence in 68% of U.S. counties, the firm is well-positioned to make a significant impact.
Greg Robinson, the Head of Edward Jones Ventures, emphasized the importance of collaboration, stating, “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.” This statement underscores the firm’s commitment to fostering a collaborative ecosystem that ultimately enhances value for clients and the broader industry.