CompanyFintechSaas
Jacobi
Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.
2014Founded
San FranciscoHQ
~$17,673,830Pre-Series A / Earlier Rounds
investment-analyticsportfolio-managementmulti-assetinstitutional-investorswealth-managementfintech
