Jacobi
PrivateLast Round
Series A
Sep 20, 2022
Total Funding Raised
$10M
Company Overview
Jacobi is a global investment technology company that provides a cloud-based platform for multi-asset portfolio design, analytics, and client engagement. The platform is designed for institutional investors such as asset managers, wealth managers, pension funds, and investment consultants. It features an "open architecture" that allows users to integrate their own data, models, and code to customize workflows. The company was founded in 2014 and is headquartered in San Francisco, with additional offices in London and Brisbane.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Vertical SaaS, Business Intelligence, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Jacobi Comps
Public and private peers based on sector, stage, and business model.
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 |
|---|---|
| Queensland Government | Series A |
| 8VC | Series A, VC Round |
| Western Technology Investment | Series A |
| Illuminate Ventures | Series A |
| Queensland Investment Corporation (QIC) | Series A |
Jacobi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Jacobi's valuation, stock price, and market status.
