Jacobi is a United States based startup founded in 2014, focused on providing a platform technology to support the design and management of multi-asset portfolios at scale. The company's slogan, "Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement," encapsulates its core mission. The recent $10.00M Series A investment on 20 September 2022 led by Illuminate Ventures, 8VC, Western Technology Investment, Queensland Investment Corporation underscores investor confidence in the company's value proposition. Jacobi's platform offers capabilities to build portfolios with dynamic modeling and analytics, integrate data and configuration workflows, and enhance client and stakeholder engagement through an intuitive report designer. With a focus on AI, Finance, Financial Services, Fintech, and SaaS industries, Jacobi caters to top-tier investors globally, including asset managers, wealth managers, asset owners, and investment consultants.
Jacobi
Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement.
San Francisco, United States
109 employees
Series A
Total: $27.47M
AI, Finance +3
General Information
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United States Market
About Jacobi
Taxonomy: Investment Technology, Portfolio Design, Client Engagement, Multi-Asset, Model Portfolio Management, ALM, Performance Attribution, Client Reporting, Open Architecture, Ex-ante Analytics, Ex-post Analytics, Portfolio Optimization
Services & Products
Target Customers
Funding Rounds & Investors (6)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Series A | •••••• | 4 |
|
20 Sep 2022 |
| Corporate Round | •••••• | 1 |
|
21 Oct 2021 |
| Series A | •••••• | 3 |
|
08 Jul 2019 |
| Seed Round | •••••• | 1 |
|
11 Apr 2019 |
| Series A | •••••• | 1 |
|
01 Jun 2018 |
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