Minority·Financial/Wealth Management·June 23, 2026
Aquiline invests in Quicken
Edward Jones is investing in Aquiline-backed Quicken, a personal financial management software platform serving more than two million customers.
Takeaways
- Quicken is a provider of personal financial management software for consumers and micro-businesses.
- Edward Jones is acquiring Quicken with backing from Aquiline.
- The target serves individuals and micro-businesses seeking personal financial management across United States.
BuyerEdward Jones
TargetQuicken
SponsorAquiline
TypeMinority
GeographyUnited States
IndustryFinancial
Sub-sectorWealth Management
Edward Jones made a minority investment in Quicken, a Menlo Park, California-based personal financial management software platform serving more than two million customers.
Aquiline will remain the majority owner, and the investment is intended to expand Quicken’s reach into the wealth management community through Edward Jones’s advisor network.
Terms were not disclosed.
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