About Jacobi
Jacobi is a company based in San Francisco (United States) founded in 2014 by Tanya Bartolini, Greg Knox, and Tony Mackenzie. Jacobi has raised $25.6 million across 5 funding rounds from investors including Plug and Play Tech Center, Western Technology Investment and QIC. Jacobi offers products and services including Jacobi Platform and Client Engagement Tools. Jacobi operates in a competitive market with competitors including Alkymi, Landytech, Wilshire, Position Green and BI-SAM, among others.
- Headquarter San Francisco, United States
- Founders Tanya Bartolini, Greg Knox, Tony Mackenzie
-
Sectors
Financial ServicesTechnology
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Jacobi, Inc
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$25.6 M (USD)
in 5 rounds
-
Latest Funding Round
$10 M (USD), Series A
Sep 20, 2022
-
Investors
Plug and Play Tech Center
& 6 more
-
Employee Count
Not available
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
People of Jacobi
Unlock access to complete
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.
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.
|
Locked | Locked | Locked | |
|
Venture capital firm investing in technology, life sciences, and related sectors.
|
Locked | Locked | Locked | |
|
Venture debt is provided globally across multiple sectors.
|
Locked | Locked | Locked |
Investor details for Jacobi
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Jacobi
Investment portfolio details for Jacobi
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Jacobi
Detailed financials for Jacobi
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Jacobi Comparisons
Peer comparison for Jacobi
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Jacobi
Jacobi operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Alkymi, Landytech, Wilshire, Position Green and BI-SAM, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Enterprise data digitization and analytics solutions are developed.
|
|
| Locked | Locked | Locked |
Data platform for risk management and investment performance analytics, automated and consolidated reporting
|
|
| Locked | Locked | Locked |
Performance reporting solutions are provided for the financial services industry.
|
|
| Locked | Locked | Locked |
Sustainability reporting solutions are delivered online for companies.
|
|
| Locked | Locked | Locked |
Market Risk Analytic and Portfolio Construction Solutions.
|
Detailed competitors of Jacobi
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Jacobi
Complete news archive for Jacobi
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of Jacobi. They have also founded this company.
Jacobi is a funded company, having raised a total of $25.6M across 5 funding rounds to date.
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.