Jacobi
Latest round
- Series A
Last raised
- Jun 2022
Total raised
- $20M
Investors
- 7
About Jacobi
Jacobi, Inc.Founded in 2014 in San Francisco, US, Jacobi, Inc. focuses on delivering tailored investment solutions. The company was established by Greg Knox, Tanya Bartolini, and Tony Mackenzie, with Duarte Abreu serving as CEO.Jacobi Strategies offers a highly customizable technology platform that integrates unique investment processes, philosophies, and proprietary data. Their core product enables asset managers and investment consultants to build and manage portfolios efficiently through a cloud-based open architecture. This platform supports model portfolio design, client engagement, and the integration of complex data structures, helping users to industrialize their unique models and workflows. The technology is designed for a variety of financial professionals, including asset managers, wealth managers, investment consultants, and asset owners.Jacobi Strategies generates revenue through a subscription-based model that allows clients access to its advanced portfolio management and analytics tools. The firm’s primary transactions involve partnerships with asset managers and investment consultants, who utilize the platform to enhance their investment offerings and client interactions. Clients subscribe to different modules of the platform, which may include tailored functionalities based on their specific needs in portfolio design and management. This model allows Jacobi to cater to a wide range of financial institutions while providing scalable solutions that adapt to the evolving demands of investment management.In June 2022, Jacobi, Inc. The company aims to introduce new products designed for enhanced portfolio management features over the next year.
Who invested in Jacobi
7 investors across 3 rounds
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Questions about Jacobi
Who invested in Jacobi?
Jacobi has 7 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Jacobi raised?
Jacobi has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did Jacobi last raise money?
Jacobi's most recent round on record is a Series A, in Jun 2022.
What does Jacobi do?
Jacobi is a software company.
Where is Jacobi headquartered?
Jacobi is headquartered in San Francisco, US.
Which VCs invest in companies like Jacobi?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Jacobi's stage. Their profiles are linked below.
VCs backing software startups at Series A
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