Jacobi, Inc.

Jacobi, Inc. is a technology firm specializing in customizable platforms designed for asset managers and investment consultants, enabling them to efficiently manage and build portfolios through advanced analytics and client engagement tools. Founded in 2014 in San Francisco, US, Jacobi, Inc. focuses on delivering tailored investment solutions.

The company was established by Greg Knox, Tanya Bartolini, and Tony Mackenzie, with Duarte Abreu serving as CEO. The firm has completed 4 deals, with its most recent funding round occurring on June 28, 2022. Jacobi raised USD 10. 000 mn in a Series A round led by QIC, with participation from 8VC, Illuminate Ventures, Silicon Valley Venture Studio, LLC, and Western Technology Investment.

The total amount raised to date stands at USD 10. 000 mn, and the current company valuation is USD 58. 499 mn. Jacobi Strategies offers a highly customizable technology platform that integrates unique investment processes, philosophies, and proprietary data.

Their core product enables asset managers and investment consultants to build and manage portfolios efficiently through a cloud-based open architecture. This platform supports model portfolio design, client engagement, and the integration of complex data structures, helping users to industrialize their unique models and workflows. The technology is designed for a variety of financial professionals, including asset managers, wealth managers, investment consultants, and asset owners. Jacobi's client base spans multiple geographical markets, including the United States, the United Kingdom, and Australia, reflecting its application in diverse investment environments.

Jacobi Strategies generates revenue through a subscription-based model that allows clients access to its advanced portfolio management and analytics tools. The firm’s primary transactions involve partnerships with asset managers and investment consultants, who utilize the platform to enhance their investment offerings and client interactions. Clients subscribe to different modules of the platform, which may include tailored functionalities based on their specific needs in portfolio design and management. This model allows Jacobi to cater to a wide range of financial institutions while providing scalable solutions that adapt to the evolving demands of investment management.

The structured transaction framework ensures continuous engagement with clients, enhancing both the service delivery and overall value proposition of the platform. In June 2022, Jacobi, Inc. raised USD 10. 000 mn in Series A funding, which will be utilized to develop its platform further and expand its team and clientele globally.

The company aims to introduce new products designed for enhanced portfolio management features over the next year. Additionally, Jacobi plans to penetrate new markets, specifically targeting the European and Asian financial sectors by the end of 2023, leveraging the recent funding to support these initiatives.