Edward Jones takes minority stake in personal finance app Quicken
Summary
Edward Jones has taken a minority stake in Quicken to support a broader rollout of Quicken’s budgeting and investment-tracking tools across its advisor network. The firm wants to use the software to help more than 20,000 advisors give clients a clearer view of spending, saving, and investing. Edward Jones has not yet finalized how advisors will access the product or whether it will integrate into internal systems, so the rollout remains phased. The move creates a near-term opportunity for software vendors that can support integration, onboarding, client workflow design, and financial-advisor technology deployment.
Classifications
industries
Hospitality
applications
Home Use and Entertainment
AskAI Classifications
Labels
Financial Software
Personal Finance Software
SaaS
Linked Companies
Quicken Inc
$10M to $25M
