Edward Jones Ventures focuses on strategic investments in emerging technologies and solutions that enhance financial wellness for North Americans. Their strategy involves investing in AI-driven financial planning tools to simplify complex areas like estate settlements, long-term care planning, equity compensation, and business ownership, with a broader aim to support aging well, intergenerational wealth transfer, and tax simplification.
67% of their portfolio is in Fintech. They made 2 investments in the last 12 months. Average disclosed round size is $34.0M (across 3 rounds with reported amounts).
Portfolio
3
Fund Size
—
Top Stage
Series A
Last 12 Mo
2
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
3 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Accrual | Series C | $75M | Feb 2026 |
| AAboon | Seed | $17.5M | Oct 2025 |
 Goalsetter | Series A | $9.6M | Mar 2024 |
Top Co-Investors
Fiserv1 shared
Astia Fund1 shared
General Catalyst1 shared
Bain Capital Ventures1 shared
Outpost Ventures1 shared
Last updated: 12 April 2026