Jacobi Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 160

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Investors
  • 10

Jacobi General Information

Description

Developer of a cloud-based multi-asset portfolio design and analytics platform designed to scale and customize institutional investment processes. The company's platform offers open architecture integration, portfolio optimization and risk analytics tools, customizable reporting, and a unified data engine, enabling asset managers, investment consultants, wealth managers, and asset owners to industrialize portfolio construction and enhance client engagement with greater efficiency and transparency.

Contact Information

Website
www.jacobistrategies.com
Formerly Known As
Think Future
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 44 Montgomery Street
  • Suite 1404
  • San Francisco, CA 94104
  • United States
+1 (415)
Primary Industry
Financial Software
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • 44 Montgomery Street
  • Suite 1404
  • San Francisco, CA 94104
  • United States
+1 (415)

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Jacobi Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
7. Secondary Transaction - Private Completed Generating Revenue
6. Later Stage VC (Series A) 20-Sep-2022 Completed Generating Revenue
5. Secondary Transaction - Private 08-Dec-2020 Completed Generating Revenue
4. Later Stage VC 11-Apr-2019 Completed Generating Revenue
3. Accelerator/Incubator 01-Mar-2018 Completed Generating Revenue
2. Accelerator/Incubator $3.96M Completed Generating Revenue
1. Seed Round 01-Feb-2017 $3.96M $3.96M Completed Generating Revenue
To view Jacobi’s complete valuation and funding history, request access »

Jacobi Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate ($) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A
Seed 4
Seed 3
Seed 2 590,476 $0.000100 $0.04 $0.46 $0.46 1x $0.46 1.84%
Seed 1 2,754,559 $0.000100 $0.03 $0.43 $0.43 1x $0.43 8.59%
To view Jacobi’s complete cap table history, request access »

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Jacobi Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a cloud-based multi-asset portfolio design and analytics platform designed to scale and customize instituti
Financial Software
San Francisco, CA
160 As of 2026

Canonsburg, PA
 

Coral Gables, FL
 
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Jacobi Competitors (35)

One of Jacobi’s 35 competitors is InvestEdge, a Private Equity-Backed company based in Canonsburg, PA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
InvestEdge Private Equity-Backed Canonsburg, PA
Allvue Systems Private Equity-Backed Coral Gables, FL
Numerix Private Equity-Backed New York, NY
SS&C Advent Formerly PE-Backed San Francisco, CA
Finastra Private Equity-Backed London, United Kingdom
You’re viewing 5 of 35 competitors. Get the full list »

Jacobi Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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Jacobi Investors (10)

Investor Name Investor Type Holding Investor Since Participating Rounds
CE Innovation Capital Corporate Venture Capital Minority
QIC Sovereign Wealth Fund Minority
Main Post Partners PE/Buyout Minority
Western Technology Investment Venture Capital Minority
8VC Venture Capital Minority
You’re viewing 5 of 10 investors. Get the full list »

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Jacobi FAQs

  • When was Jacobi founded?

    Jacobi was founded in 2014.

  • Where is Jacobi headquartered?

    Jacobi is headquartered in San Francisco, CA.

  • What is the size of Jacobi?

    Jacobi has 160 total employees.

  • What industry is Jacobi in?

    Jacobi’s primary industry is Financial Software.

  • Is Jacobi a private or public company?

    Jacobi is a Private company.

  • What is Jacobi’s current revenue?

    The current revenue for Jacobi is .

  • How much funding has Jacobi raised over time?

    Jacobi has raised $21.7M.

  • Who are Jacobi’s investors?

    CE Innovation Capital, QIC, Main Post Partners, Western Technology Investment, and 8VC are 5 of 10 investors who have invested in Jacobi.

  • Who are Jacobi’s competitors?

    InvestEdge, Allvue Systems, Numerix, SS&C Advent, and Finastra are some of the 35 competitors of Jacobi.

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