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.
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.
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.