About Jacobi
Jacobi is a Financial Services company based in San Francisco (United States) founded in 2014 by Tanya Bartolini, Greg Knox, and Tony Mackenzie. Cloud-based portfolio design platform. It operates in the Financial Services and Technology sectors. Jacobi has raised $25.6 million across 5 funding rounds from investors including Plug and Play Tech Center, Western Technology Investment and QIC. Its chief executive, as recorded, is Tony Mackenzie. Its website jacobistrategies.com draws about 16 thousand monthly visits. Jacobi offers products and services including Jacobi Platform and Client Engagement Tools. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its legal entity is JACOBI, INC. Its competitors include Alkymi, Wilshire and Ipreo; 1 of its 3 listed competitors has raised funding.
Company details
Jacobi was founded in 2014 and is headquartered in San Francisco, United States. A SaaS platform is operated in the financial technology sector to support portfolio creation. Services encompass portfolio design, modeling, scenario testing, and cash flow analysis, all delivered through cloud infrastructure. The platform aids investment professionals in evaluating strategies and outcomes.
- Headquarters San Francisco, United States
- Founders Tanya Bartolini, Greg Knox, Tony Mackenzie
- SectorsFinancial ServicesTechnology
- Website jacobistrategies.com
- Social LinkedIn X YouTube
- Legal Name Jacobi, Inc
- Total Equity Funding$25.6M (USD)
in 5 rounds
- Latest Funding Round$10M (USD), Series A
Sep 2022
- InvestorsPlug and Play Tech Center
& 6 more
Products & Services of Jacobi
Jacobi offers a comprehensive portfolio of products and services, including Jacobi Platform and Client Engagement Tools.
Cloud-based platform for portfolio design and analytics tools.
Tools for integrating data and visualizations in investment workflows.
Apps and channels of Jacobi
its YouTube channel Jacobi has 21 subscribers and 11 videos.
Videos from Jacobi
The most watched videos on Jacobi's YouTube channel, Jacobi (21 subscribers). Click a video to play it here.
More on Jacobi.
Funding Insights of Jacobi
Jacobi has successfully raised a total of $25.6M across 5 strategic funding rounds. The most recent funding activity was a Series A round of $10 million completed in September 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $25.6M
- Total Rounds 5
- Last Round Series A — $10M
- First Round $3.96M
(Mar 2017)
- Investors Count 7
All 5 funding rounds of Jacobi with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2022 | $10M | Series A | – | QIC | |
| Jul 2019 | $7.68M | Series A | – | Illuminate Ventures, 8VC | – |
| Apr 2019 | $3.97M | Series A | – | – | – |
| Jun 2018 | Series A | – | Plug and Play Tech Center | – | |
| Mar 2017 | $3.96M | Series A | – | – | – |
7 investors in total: 7 institutional.
Investors in Jacobi
Jacobi has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Plug and Play Tech Center, Western Technology Investment and QIC.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage venture capital is provided by Illuminate Ventures for B2B software startups. | illuminate.com | Oakland, United States | ||
Venture capital firm investing in technology, life sciences, and related sectors. | 8vc.com | |||
Venture debt is provided globally across multiple sectors. | 1980 | westerntech.com | Portola Valley, United States | |
Early-stage startups are funded by this Beijing-based venture capital fund. | ceinnovationcap.com | Beijing, China | ||
Startups are accelerated and invested in across multiple tech sectors. | 2006 | plugandplaytechcenter.com | Sunnyvale, United States | |
| qic.com.au | ||||
Investment in AI-driven innovation is facilitated by SVVI. | svvi.co |
Investor details for Jacobi
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Jacobi
28 people are tracked at Jacobi (12 in leadership, 16 in team).
| Name | Role | Group |
|---|---|---|
Tanya Bartolini | Co-Founder & CRO | Leadership |
Greg Knox | Co-Founder | Leadership |
Tony Mackenzie | Co-Founder & CEO | Leadership |
Elena Anisimova | VP Sales North America | Leadership |
Rob Wood | Managing Director, Australia | Leadership |
Kurt Oeler | COO | Leadership |
Charles Blaxland | CTO | Leadership |
Stuart Reid | Head of Marketing | Leadership |
Michael Mewton | Head of Client Solutions | Leadership |
Dan Baxter | Head of Portfolio Design | Leadership |
Curtis Evans | Managing Director EMEA | Leadership |
Liz Gartsman | Sales Director, North America | Leadership |
Xinyu Wang | Software Engineer | Team |
Joseph Fischer | Software Engineer | Team |
Nguyen Gia Bao Ho | Software Engineer | Team |
Ben Klein | Product Designer | Team |
Sravan Dommaraju | Infrastructure Engineer | Team |
Andrew Sizemore | Software Engineer | Team |
Helen Johnson | Investment Engineer | Team |
Golzar Rassuoli | Senior Investment Engineer | Team |
8 more people are available in the full profile.
Complete people profiles for Jacobi
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Jacobi
3 dated milestones of Jacobi across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Jacobi is founded.
- Funding First funding round of $4.0M.
- Funding Latest funding round, Series A, of $10.0M.
Competitors of Jacobi
Jacobi has 3 listed competitors in our database, 1 of them funded. They include Alkymi, Wilshire and Ipreo.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alkymi.io | 2017 | New York, United States | $26M | Enterprise data digitization and analytics solutions are developed. | ||
| wilshire.com | 1972 | Los Angeles, United States | 243 | Performance reporting solutions are provided for the financial services industry. | ||
| ipreo.com | 2006 | New York, United States | Workflow solutions to capital markets and corporate professionals |
Detailed competitors of Jacobi
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Jacobi
The website of Jacobi (jacobistrategies.com) receives about 16.1K visits a month.
- Monthly visits16.1K
Websites whose visitors overlap most with Jacobi. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| jacobi.net | 100% | 30.1K | #952,359 | View details | |
larsoncalculus.com | larsoncalculus.com | 98% | #1,327,147 | – |
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Jacobi (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Jacobi
Complete news archive for Jacobi
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- Older coverage
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Frequently Asked Questions about Jacobi
Jacobi was founded in 2014 and raised its 1st funding round 3 years after it was founded.
Jacobi is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Tony Mackenzie is the CEO of Jacobi, as recorded in our data. They have also founded this company.
Jacobi is a funded company, having raised a total of $25.6M across 5 funding rounds to date. The company's 1st funding round was a Series A of $3.96M, raised on Mar 2017.
Jacobi was founded in 2014 and is headquartered in San Francisco, United States. A SaaS platform is operated in the financial technology sector to support portfolio creation. Services encompass portfolio design, modeling, scenario testing, and cash flow analysis, all delivered through cloud infrastructure. The platform aids investment professionals in evaluating strategies and outcomes.
Jacobi offers Jacobi Platform and Client Engagement Tools.
Jacobi has 7 investors. Key investors include Plug and Play Tech Center, Western Technology Investment, QIC, SVVI, and Illuminate Ventures.
Jacobi operates through Jacobi, Inc.