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Edward Jones

North America, Missouri, United States, St Louis

Description

Edward Jones provides personalized investment advisory, brokerage, and management services.

Investor Profile

Edward Jones has made 5 investments, with 3 in the past 12 months and 40% as lead.

Stage Focus

  • Series A (40%)
  • Seed (20%)
  • Series Unknown (20%)
  • Series B (20%)

Country Focus

  • United States (100%)

Industry Focus

  • Financial Services
  • Fintech
  • Wealth Management
  • Artificial Intelligence (Ai)
  • Edtech
  • Payments
  • Information Technology
  • Software
  • Information Services
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Edward Jones frequently co-invest with?

Brewer Lane Ventures
North America, Massachusetts, United States, Boston
Co-Investments: 1
Insight Partners
North America, New York, United States, New York
Co-Investments: 2
Fiserv
North America, Wisconsin, United States, Brookfield
Co-Investments: 2
MC
North America, Massachusetts, United States, Springfield
Co-Investments: 2
Vanguard
North America, Pennsylvania, United States, Kelayres
Co-Investments: 2
Seae Ventures
North America, Massachusetts, United States, Boston
Co-Investments: 2
Astia
North America, California, United States, San Francisco
Co-Investments: 2
Alumni Ventures
North America, New Hampshire, United States, Manchester
Co-Investments: 2
Venrock
North America, California, United States, Palo Alto
Co-Investments: 2
Genworth Australia
Oceania, New South Wales, Australia, North Sydney
Co-Investments: 1

Which angels does Edward Jones often collaborate with?

Anthony Anderson
Oceania, New South Wales, Australia, Sydney
Shared Deals: 1
LG
North America, California, United States
Shared Deals: 1
CA
North America, New York, United States, New York
Shared Deals: 1
AD
North America, Michigan, United States, Detroit
Shared Deals: 1
KD
North America, California, United States, Oakland
Shared Deals: 1

What are some of recent deals done by Edward Jones?

Waterlily

San Francisco, California, United States

Waterlily is an AI software platform that offers an approach to their health and wealth.

Artificial Intelligence (AI)Financial ServicesInformation Services
SeedJan 29, 2025
Amount Raised: $7,000,000
Vanilla

Salt Lake City, Utah, United States

Vanilla offers an estate planning platform that enhances the experience for wealth management firms and their clients.

Artificial Intelligence (AI)Financial ServicesFinTechInformation TechnologySoftwareWealth Management
Series UnknownAug 15, 2024
Amount Raised: $66,000,000
Vanilla

Salt Lake City, Utah, United States

Vanilla is an estate planning software platform designed for financial advisors, estate planners, and family offices.

Artificial Intelligence (AI)Financial ServicesFinTechInformation TechnologySoftwareWealth Management
Series BAug 15, 2024
Amount Raised: $35,000,000
Goalsetter

Brooklyn, New York, United States

Goalsetter is a family-focused financial education and wealth-building platform provider making learning about finance fun and interactive.

EdTechFinancial ServicesFinTechPaymentsWealth Management
Series AMar 25, 2024
Amount Raised: $9,600,000
Goalsetter

Brooklyn, New York, United States

Goalsetter is a family-focused financial education and wealth-building platform provider making learning about finance fun and interactive.

EdTechFinancial ServicesFinTechPaymentsWealth Management
Series ADec 1, 2021
Amount Raised: $24,563,000