COMPANY INFO
The company name is Jacobi. It was founded in 2014 and is headquartered in San Francisco, California. The founders include Tony Mackenzie, Greg Knox, and Tanya Bartolini, who are experienced investment professionals and technologists. Jacobi has around 136 employees and operates in the Financial Software industry. Their platform is designed for portfolio construction, risk, and analytics to manage and monitor multi-asset investments, helping investment managers generate deeper client engagement. The website is https://www.jacobistrategies.com/about-us (jacobistrategies.com, pitchbook.com).
Jacobi (Financial Software) is an innovative technology company founded in 2014 and headquartered in San Francisco, California. Specializing in the Financial Software industry, Jacobi offers a dynamic platform for portfolio construction, risk analysis, and analytics, enabling investment managers to manage and monitor multi-asset investments with ease. The firm's solutions drive deeper client engagement and help financial institutions optimize investment strategies. Jacobi was founded by Tony Mackenzie, Greg Knox, and Tanya Bartolini and currently boasts a team of over 1850 employees.
Jacobi funding has demonstrated remarkable growth, with the company raising a total of $25.6 million over five funding rounds. Notable milestones in Jacobi's funding journey include its initial seed capital, a strategic Series A investment to scale operations, and significant follow-on support for both product development and expansion. The funding strategy of Jacobi has been to partner with prominent venture capital firms and strategic investors to fuel both platform enhancements and geographic expansion. Jacobi investors have helped guide the company's journey from initial launch to global growth, maintaining a strong position in the competitive financial technology landscape.
This round, led by QIC, was geared toward accelerating growth and furthering market expansion. The fresh capital enabled Jacobi to broaden its offerings and reach new markets.
This round focused on advancing product development and scaling operations. Illuminate Ventures and 8VC played crucial roles in providing the resources needed to expand Jacobi's platform and client base.
Secured to support Jacobi’s initial business growth, this funding round laid the groundwork for scaling up operations and building core product functionalities.
A strategic Series A round with Plug and Play Tech Center as the lead investor, aimed at building partnerships and further positioning Jacobi within the financial software ecosystem.
This seed funding round provided capital for Jacobi’s initial launch and early-stage product development, setting the stage for subsequent growth.
QIC is a major institutional investor and was the lead participant in Jacobi’s most recent $10M funding round. Their involvement has played a significant role in advancing Jacobi’s growth initiatives and geographic expansion.
SVVI is known for supporting high-potential technology ventures. Their investment in Jacobi signals robust confidence in the company's business model and technological capabilities, providing critical backing as the company scales.
Illuminate Ventures participated in the 2019 Series A round, supporting product development and expansion efforts. As early-stage investors, their insight and funding have helped Jacobi build a solid foundation for innovation.
As a prominent venture capital firm, 8VC contributed to Jacobi’s 2019 Series A round. Their expertise in guiding emerging technology companies has been valuable to Jacobi’s evolution in the financial software industry.
Plug and Play Tech Center led a strategic Series A round, providing both capital and access to a vast network of innovation partners, which aided Jacobi in refining its product and scaling commercial efforts.
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