Jacobi

Artificial Intelligence, Finance, Financial Services, FinTech, SaaS
Founded in 1/1/14
San Francisco, California, United States
For Profit

About Jacobi

Jacobi is a next-generation intelligence platform for investment managers to customize and scale multi-asset portfolio design. Its risk and portfolio-construction tools enable practitioners to work and communicate through intuitive storyboards. Built with a multi-asset focus, their platform facilitates the transfer of manager insights, generating better investment ideas and deeper levels of engagement between an investment manager and client. Jacobi was founded in 2014 and is headquartered in San Francisco, California.

Company Metrics

  • Employees: 11-50
  • Monthly Visits: 2596
  • Tech Stack: 17 active products

Financial Information

  • Estimated Revenue: $1M to $10M
  • Total Funding: 20168680 USD
  • Last Funding: 10000000 USD (Series A)
  • Funding Status: Early Stage Venture

Technology Stack

Jacobi actively uses 17 products in their tech stack.

Market Presence

Industries: Artificial Intelligence, Finance, Financial Services, FinTech, SaaS

Headquarters: San Francisco, California, United States

Employees

  • Kurt Oeler - Chief Operating Officer (LinkedIn)
  • Tanya Bartolini - Co-Founder | Chief Revenue Officer (LinkedIn)
  • Tony Mackenzie - Co-Founder (LinkedIn)