Technology to customize and scale multi-asset portfolio design
Location: United States, California, San Francisco
Employees: 51-200
Total raised: $26.4M
Founded date: 2014
Investors 3
| Date | Name | Website |
| - | Western Te... | westerntec... |
| - | LeFrak | lefrak.com |
| - | Plug and P... | plugandpla... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 26.09.2022 | Series A | $15.4M | - |
| 09.07.2019 | - | $11M | - |
Mentions in press and media 16
| Date | Title | Description |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 27.06.2024 | Jacobi releases Model Portfolio Tech to help investment firms capitalize on booming opportunity | The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralize and scale their model portfolio management and compete in a rapidly growing market. SAN FRANCI... |
| 26.06.2024 | Jacobi releases Model Portfolio Tech to help investment firms capitalise on booming opportunity | The search for technology to support model portfolio management and portfolio construction services is increasing as companies look to centralise and scale their model portfolio management and compete in a rapidly growing market. BRISBANE, ... |
| 26.09.2022 | Brisbane funds management fintech Jacobi Inc. lands $15.4 million Series A | Investment tech platform Jacobi Inc. has raised US$10 million (A$15.4m) in a Series A led by Queensland Investment Corporation (QIC). QIC joined existing Silicon Valley investors Illuminate Venture Partners, 8VC and Western Technology Inves... |
| 22.09.2022 | San Francisco-based Investment Technology company Jacobi raises USD 10 million in Series A funding | SAN FRANCISCO, 20 September 2022 – Investment technology company Jacobi Inc. announced that Queensland Investment Corporation led a USD 10 million Series A investment round for it (QIC). |
| 21.09.2022 | Jacobi Raises $10M USD Series A Funding | Jacobi Strategies, a San Francisco, Ca-based investment technology firm, raised $10M in Series A funding. The round was led by Queensland Investment Corporation (QIC), which joined joins existing investors Illuminate Venture Partners, 8VC a... |
| 20.09.2022 | Jacobi Lands $10M Series A Financing Round | SAN FRANCISCO, CA, Investment technology firm Jacobi has announced it has raised $10 million in Series A funding, led by Queensland Investment Corporation (QIC). >> Click here for more funding data on Jacobi >> To export Jac... |
| 20.09.2022 | Jacobi secures QIC funding to scale multi-asset investment technology | Brisbane founded investment technology firm Jacobi Inc. has secured USD $10m Series A Funding led by QIC Funding will support the development of the Jacobi platform and the continued growth of its investment management clientele globally. B... |
| 12.07.2019 | Investment Technology Platform Jacobi Secures $11 Million AUD | Jacobi — an investment technology platform company — announced it raised $11 million AUD in funding from several US investors Investment technology platform company Jacobi has announced it raised $11 million AUD in funding from several prom... |
| 10.07.2019 | Daily funding roundup - July 9th, 2019 | Perq raised $6 M; Jacobi closed $7.7M; Lightico landed $14.5M; Sinequa secured $23M Kaleidoscope Labs: Kaleidoscope Labs is a functional wellness and CBD brand. Kaleidoscope Labs has raised $4 million in seed funding led by RRE Ventures. Re... |
Show more