Edward Jones Ventures announced it is entering its second year with new investments in technology platforms aimed at helping families and financial advisors navigate complex financial milestones, including estate settlements, long-term care planning, equity compensation, and business ownership. The firm framed the push as a response to more complicated client needs amid what it cited as a $124 trillion wealth transfer now underway.
The venture arm said it is backing AI-powered financial planning tools designed to streamline key life events and decision points, while building what it described as an innovation ecosystem intended to accelerate the development and commercialization of financial wellness solutions. Edward Jones Ventures said its portfolio now includes 15 companies, with 10 active commercialization efforts underway, and that more than 70% of Edward Jones’ U.S. financial advisors have been engaged through pilots and other activities.
Among the newest investments, Edward Jones Ventures highlighted Alix, an estate settlement platform that combines AI-driven automation with a human-led settlement team to guide families through administrative, tax, and legal steps following a loss. The platform is intended to automate document collection, deadline tracking, and task prioritization, while settlement specialists manage complex judgment calls and coordinate with financial advisors.
The firm also pointed to Brillian, which it described as a consolidated solution that integrates business advisory and personal financial planning to help advisors support business owner clients. Edward Jones Ventures said the platform is designed to help business owners save time, increase cash flow, and maximize enterprise value.
Another investment is Grantd, which the firm described as an AI-driven equity compensation guidance and education platform intended to simplify equity grants with faster insights, actionable strategies, and tax-planning support. Edward Jones Ventures also referenced Waterlily, an AI platform it previously announced, which it said uses more than 500m datapoints to predict long-term care events and optimize funding plans through self-funding, insurance, and annuity products, from discovery through coverage.
Edward Jones Ventures said its model includes strategic investing, incubating new businesses, and piloting solutions meant to enhance client service and improve practice team efficiency. Since launching in January 2025, the venture arm said it has invested in additional financial wellness and education solutions, including Addition Wealth, which it said is being rolled out to Edward Jones practice teams, as well as digital life insurance platform Porch Software. It also said it launched Aboon, a digital-first third-party administrator built to make working with 401(k) plans faster, easier, and more efficient for clients of all Edward Jones financial advisors, and hosted its first annual Innovation Summit, which it said convened more than 150 innovators, entrepreneurs, thought leaders, and venture capitalists in St. Louis.
Looking ahead, Edward Jones Ventures said it is prioritizing technologies and solutions tied to aging well and longevity, navigating intergenerational wealth transfer, supporting business owners, and simplifying taxes.
Edward Jones said it is a leading financial services firm in the U.S., and through its affiliate in Canada. The firm said it has more than 20,000 financial advisors serving more than 9 million clients, with $2.5 trillion in client assets under care as of Dec. 31, 2025. Edward Jones said it has approximately 55,000 associates and a branch presence in 68% of U.S. counties and 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
