Edward Jones takes minority stake in Aquiline-backed Quicken

  • Edward Jones took a minority stake in Quicken, a personal financial management software provider owned by funds managed by Aquiline Capital Partners.
  • Quicken, founded in 1983 and based in Menlo Park, California, sells subscription software for budgeting, bill pay, investment tracking, and retirement planning.
  • Aquiline-managed funds will remain majority owner following the transaction.
  • Deal positions Quicken to expand beyond direct-to-consumer sales into distribution through Edward Jones’ financial advisor network.


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