Jacobi
PrivateLast Round
Series A
Sep 20, 2022
Total Funding Raised
$10M
Company Overview
Jacobi is an investment technology company that provides a cloud-based, open-architecture platform for multi-asset portfolio design, analytics, and client engagement.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Jacobi Comparables
Compare Jacobi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Omega Point Research, Inc. | 85% | |
| AlternativeSoft | 78% | |
| QPLIX | 77% |
Jacobi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 20, 2022 | ||||
| VC Round | Jul 9, 2019 |
Jacobi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| CreditEase FinTech Investment Fund | VC Round |
| Queensland Government | Series A |
| 8VC | Series A, VC Round |
| Western Technology Investment | Series A |
| Illuminate Ventures | VC Round, Series A |
| Queensland Investment Corporation (QIC) | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 20, 2022
$10M round led by Queensland Investment Corporation and Queensland Government.
Jacobi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Jacobi's valuation, stock price, and market status.
Is Jacobi a public or private company?
Jacobi is a private company.
What is the current stock price of Jacobi?
Jacobi is a private company, so its shares have no public market price. Caplight tracks Jacobi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Jacobi worth (valuation)?
Valuation information for Jacobi is not publicly available.
Can I buy Jacobi stock?
Jacobi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Jacobi's last funding round?
Jacobi's most recent funding round was Series A on September 20, 2022.
Who are the main investors in Jacobi?
Key investors in Jacobi include CreditEase FinTech Investment Fund, Queensland Government, 8VC, Illuminate Ventures, Queensland Investment Corporation (QIC).
Will Jacobi IPO soon?
No public IPO plans have been announced for Jacobi.
How can I track Jacobi secondary market activity?
Caplight tracks bids, offers, and trades in Jacobi's shares on secondary markets.