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Jacobi logo

Jacobi

Recent Finacing

Series A

Recent Raise

$10M

Jacobi is a cloud-based platform that enables multi-asset portfolio design, management, and client engagement for institutional asset managers, advisers, and family offices across Australia, Europe, and North America.

Founded 2014
California, United States
11-50
Private
jacobistrategies.com

Highlights

Focus Areas

Artificial Intelligence (AI)
Finance
Financial Services
FinTech
SaaS

Recent Investors

8VC logo
Illuminate Ventures logo
Western Technology Investment logo
Queensland Investment Corporation logo
CreditEase logo

Financials

$17.7M

Total Raised

2

Funding rounds

5

Investors


Team

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See the team members at Jacobi.