Jacobi vs Private Wealth Systems
Jacobi
Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement
109 employees · est. 2014 · San Francisco, United States
Private Wealth Systems
Portfolio management software uniquely designed for ultra-high net worth individuals, family offices and private banks
58 employees · est. 2015 · Mooresville, United States
Jacobi is the older company (2014 vs 2015).
Side-by-Side Comparison
| Metric | Jacobi | Private Wealth Systems |
|---|---|---|
| Founded | ||
| Founded | 2014 older | 2015 |
| Headquarters | ||
| Headquarters | San Francisco, United States | Mooresville, United States |
| Employees | ||
| Employees | 109 | 58 |
| Industry | ||
| Industry | AI, Finance, Financial Services | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series A | Non Equity Assistance |
| Total Funding | ||
| Total Funding | $27.47M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 6 | 1 |
| Services | ||
| Services | Technology for multi-asset portfolio design, analytics, and client engagement | Not tracked yet |
| Target Customers | ||
| Target Customers | Asset Managers, Wealth Managers & RIAs, Asset Owners & Pension Funds, Investment Consultants & OCIOs | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment TechnologyPortfolio DesignClient EngagementMulti-AssetModel Portfolio ManagementALM +6 | Portfolio Management SoftwareUltra-High Net WorthFamily OfficesPrivate BanksCloud-based PlatformInvestment Data Aggregation +9 |
| Website | ||
| Website | jacobistrategies.com | privatewealthsystems.com |
About Jacobi
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," encapsulat...
About Private Wealth Systems
Private Wealth Systems is a **Finance** and **Fintech** startup headquartered in the **United States**. Founded in **2014**, the company offers a **portfolio management software** uniquely tailored for **ultra-high net worth individuals, family offices, and private banks**. The platform, as describe...
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Compiled from the BounceWatch company index. We last looked at Jacobi on 24 Mar 2025, and Private Wealth Systems on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
