Jacobs Financial

St. Cloud, United States Founded: 1973 • Age: 53 yrs Acquired By Cowgill
Financial management and insurance services are provided to clients.

About Jacobs Financial

Jacobs Financial was established in 1973 in St. Cloud, United States, within the financial services sector. Operations focus on financial management solutions and insurance offerings for individuals and businesses. Services are delivered through a network centered in the Midwest region, emphasizing risk assessment, investment advisory, and coverage options. The company maintains a presence in domestic markets, supporting client needs in wealth preservation and protection strategies.

  • Headquarter St. Cloud, United States
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website jacobs-financial.com
  • Social LinkedIn Facebook
  • Acquired by Cowgill (Jun 2015)
Key Metrics

Investors in Jacobs Financial

Jacobs Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cowgill.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Audit, tax, and advisory services are provided in the UK.
1983cowgills.co.ukBolton, United Kingdom
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Investor details for Jacobs Financial

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Timeline of Jacobs Financial

2 dated milestones of Jacobs Financial across 42 years, from founding to its latest funding, stage changes and deals.

  1. Founded Jacobs Financial is founded.
  2. Exit Acquired by Cowgill.

Web traffic of Jacobs Financial

The website of Jacobs Financial (jacobs-financial.com) receives about 1.6K visits a month.

  • Monthly visits
    1.6K

    ▲ 1.4% vs previous month

Latest news on Jacobs Financial

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Similar companies to Jacobs Financial

10 companies that operate in the same segment as Jacobs Financial (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
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Frequently Asked Questions about Jacobs Financial

Jacobs Financial was founded in 1973.

Jacobs Financial is headquartered in St. Cloud, United States. It is registered at St. Cloud, Minnesota, United States.

Jacobs Financial was established in 1973 in St. Cloud, United States, within the financial services sector. Operations focus on financial management solutions and insurance offerings for individuals and businesses. Services are delivered through a network centered in the Midwest region, emphasizing risk assessment, investment advisory, and coverage options. The company maintains a presence in domestic markets, supporting client needs in wealth preservation and protection strategies.

Jacobs Financial has 1 investor. Key investors include Cowgill.

Yes. Jacobs Financial was acquired by Cowgill in June 2015.

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