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Jacobi
Jacobi Strategies provides a technology platform designed for multi-asset portfolio design, analytics, and client engagement. Their solution enables asset managers, wealth managers, asset owners, and…
Jacobi
Jacobi Strategies provides a technology platform designed for multi-asset portfolio design, analytics, and client engagement. Their solution enables asset managers, wealth managers, asset owners, and…
TL;DR
What they do: Cloud-native, API-driven platform for multi-asset portfolio design, analytics, model portfolio management, and client engagement
Headquarters: San Francisco (offices in London and Brisbane)
Founding year: 2014
Team size (approx.): 139 employees
Recent funding: Series A Sep 20, 2022 (led by Queensland Investment Corporation); total disclosed funding ≈ $24.14M
Company Overview
Problem Domain
Portfolio construction and management workflows for institutional and wealth clients seeking scalable, customizable multi-asset solutions.
Founded
2014
Industry
Fintech / Investment technology / SaaS
Funding Track Record
10000000.00 USD
Series A announced September 2022; company statement reported $10M for the round.
Investor Signal
“Raised Series A led by a large institutional investor (Queensland Investment Corporation); multiple investors reported across rounds including Western Technology Investment”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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