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Jacobi

Jacobi

Private
San Francisco, CaliforniaFinTechhttps://www.jacobistrategies.com/

Last Round

Series A

Sep 20, 2022

Total Funding Raised

$10M

Company Overview

Jacobi is an investment technology company that provides a cloud-based, open-architecture platform for multi-asset portfolio design, analytics, and client engagement.

Sector

FinTech

Verticals

Investment Platforms, Financial Data, Wealth Management, Data Integration

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Infrastructure

Keywords

investment platformportfolio management softwaremulti-asset portfolioinvestment analyticsSaaSAPIportfolio constructioninvestment reportingdata integrationinstitutional investmentwealth management softwareinvestment techfintechinvestment data enginewealthtechinvestment operations

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Jacobi Comparables

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Jacobi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Omega Point Research, Inc.
85%
AlternativeSoft
78%
QPLIX
77%

Jacobi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ASep 20, 2022
VC RoundJul 9, 2019

Key People

Founding team and executive leadership

Charles Blaxland

CTO

Executive Team

Jacobi Investors

Notable investors and investment history

Jacobi investors
InvestorRounds
CreditEase FinTech Investment FundVC Round
Queensland GovernmentSeries A
8VCSeries A, VC Round
Western Technology InvestmentSeries A
Illuminate VenturesVC Round, Series A
Queensland Investment Corporation (QIC)Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 20, 2022

    $10M round led by Queensland Investment Corporation and Queensland Government.

Jacobi Filings

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Jacobi filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Jacobi's valuation, stock price, and market status.

Is Jacobi a public or private company?

Jacobi is a private company.

What is the current stock price of Jacobi?

Jacobi is a private company with no public stock price. No recent secondary market data is available.

How much is Jacobi worth (valuation)?

Valuation information for Jacobi is not publicly available.

Can I buy Jacobi stock?

Jacobi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Jacobi's last funding round?

Jacobi's most recent funding round was Series A on September 20, 2022.

Who are the main investors in Jacobi?

Key investors in Jacobi include Queensland Government, 8VC, Queensland Investment Corporation (QIC).

Will Jacobi IPO soon?

No public IPO plans have been announced for Jacobi.

How can I track Jacobi secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Jacobi's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range60
Year Founded2014
Last FundingSep 20, 2022

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