Jacobi

Cloud-based portfolio design platform

placeSan Francisco, California, United States calendar_todayFounded 2014 groups72 employees language jacobistrategies.com

Registered entities

Social engagement

Social engagement: 3.3K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

10 investors on record; lead investors include Illuminate Ventures, 8VC, CE Innovation Capital, Plug and Play Tech Center.

Investor typeCountShare
Venture capital660%
Private equity110%
Bank & private debt110%
Other / undisclosed220%

Recent activity

30 Jun 2026
Event
Jacki MPMS webinar on Model Portfolio Management System (MPMS)
29 Jun 2026
Event
Leading an AI-Driven Investment Team breakfast roundtable
24 Jun 2026
Event
Total Portfolio Approach - implementing integrated workflows and better decision-support frameworks
Coming soon