Edward Jones
VC Fund
St Louis, United States
Edward Jones is a VC fund in St Louis focused on Financial Services and FinTech. Edward Jones provides investment advisory and management services to individual investors. The company's mission is to partner for a positive impact, aiming to improve the lives of its clients and colleagues and enhance communities and society. Edward Jones focuses on deep, personal relationships with clients, offering comprehensive financialplanning and professional advice. The firm is also committed to continuous improvement and innovation, investing in human capital, technology, and strategic relationships.
- Total investments:
- 8
- Last investment:
- Lead investor:
- 50%
Last updated:
For AI agents: llms.txt
Industries Edward Jones invests in
Stages Edward Jones invests in
Countries Edward Jones invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Dave Scheffer
|
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Frank LaQuinta
|
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Greg Robinson
|
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James D. Weddle
|
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John Bachmann
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| See all 9 contacts → | |||
Investment Focus
Industry
- Financial Services 5 (63%)
- FinTech 4 (50%)
- Legal Tech 2 (25%)
- Wealth Management 2 (25%)
- Artificial Intelligence 2 (25%)
Stage
- Seed 3 (38%)
- Grant 2 (25%)
- Series A 2 (25%)
- Series B 1 (13%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
Dave Scheffer
Director of Operations
|
Director of Operations | Total investments: 0 | Find email | |
|
Frank LaQuinta
Principal and CIO
|
Principal and CIO | Total investments: 0 | Find email | |
|
Greg Robinson
Partner, Head of Corporate Development
|
Partner, Head of Corporate Development | Total investments: 3 | Find email | |
|
James D. Weddle
CEO & Managing Director
|
CEO & Managing Director | Total investments: 0 | Find email | |
|
John Bachmann
Senior Partner
|
Senior Partner | Total investments: 0 | Find email | |
| See all 9 team members → | ||||
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Moonbrook Mind & Body Integrative Service
|
Moonbrook Mind & Body Integrative Service addresses health and trauma difficulties. | $30K / Grant / Jul 29, 2026 | |
Bowls by KO
|
Bowls by KO provides gluten-free grain bowls, protein bowls, vegan meals, dairy-free alternatives, personalized allergy-friendly meals, healthy quick casual dining, and catering services. | $30K / Grant / Jul 29, 2026 | |
Aboon
|
We're not just another TPA. We're your digital retirement plan partner.Aboon is a digital third-party administration (TPA) platform that empowers financial advisors to easily design, launch and manage 401(k) plans for their business owner clients by combining AI-powered automations, intuitive digital workflows, and real-time humanexpertise. Aboon’s unparalleled speed and efficiency mean advisors can generate proposals in minutes and win plans in as little as a day, far outpacing manual processes that typically take weeks or months. We’re technically a TPA, sure—but we’re so much more than that. | $17.5M / Seed / Oct 16, 2025 | |
Grantd
|
Grantd, an AI-powered equity compensation platform is to assist financial advisers in maximizing the value of equity awards for the clients they assist. | Seed / Sep 03, 2025 | |
Alix
|
Alix is powering wealth across generations. Over the next 2 decades $84 trillion of wealth will be transferred within families. Alix is the platform and service provider to make that transfer totally seamless so those families can focus on what’s most important, each other. | $20M / Series A / Jul 21, 2025 | |
Waterlily
|
Waterlily analyzes a family's future long-term care needs and costs using AI modeling software. | $7M / Seed / Jan 29, 2025 | |
Vanilla
|
Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors, planners, and estate attorneys can deliver differentiated advice, expand their client relationships, win newbusiness, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com. | $35M / Series B / Aug 15, 2024 | |
Goalsetter
|
Goalsetter is a goal-based savings and gifting platform, made just for kids and powered by those who love them. It combines the best of goal-based savings platforms like Digit and Acorns with the best of gift-registries like Zola and Honeyfund, and in so doing, targets the millennial mom with a platform that enables families to contribute to kids’future goals instead of buying them more consumer goods. In turn, Goalsetter becomes a savings vehicle for kids, turning first-time savers into all-the-time savers and giving kids healthy financial habits that will last a lifetime. | $9.6M / Series A / Mar 25, 2024 |
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FAQ
What does Edward Jones invest in?
Edward Jones invests primarily in Financial Services, FinTech and Legal Tech startups, most often at Seed and Grant stage. Most of the 8 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Edward Jones?
Public channels for Edward Jones include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Edward Jones?
The team at Edward Jones includes Dave Scheffer (Director of Operations), Frank LaQuinta (Principal and CIO) and Greg Robinson (Partner, Head of Corporate Development), among 9 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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