LeadIQ logo
Learn more at LeadIQ.com

Insights

Platform for Scale Jacobi’s platform enables multi-asset portfolio construction, analytics, and workflow integration at scale, presenting upsell opportunities around expanding asset classes, models, and client reporting capabilities for larger investment teams.

Open Architecture The emphasis on private cloud infrastructure, open architecture and API connectivity suggests a sales angle focused on deep integrations, data model customization, and AI-ready analytics for firms with bespoke workflows.

Client Engagement The intuitive report designer and dynamic data integration highlight cross-sell potential into advanced client and stakeholder reporting, OCIO services, and improved governance dashboards for asset owners and consultants.

Data Engine Jacobi Data Engine promises unified, scalable investment data and AI-ready analytics, enabling opportunities to partner with firms seeking data consolidation, data quality improvements, and analytics acceleration.

Growth Signals Mid-sized IT services and consulting profile with multiple use cases across model portfolios, multi-asset solutions, and OCIO workflows indicates potential for expanding services, Managed Services, or platform expansion within similar investment-management clients.

Similar companies to Jacobi

Jacobi Tech Stack

Jacobi uses 8 technology products and services including AdRoll, HubSpot Analytics, Amazon Web Services, and more. Explore Jacobi's tech stack below.

Jacobi's Email Address Formats

Jacobi uses at least 4 email formats:
Jacobi Email FormatsExamplePercentage
First@jacobistrategies.comJohn@jacobistrategies.com
93%
FLast@jacobistrategies.comJDoe@jacobistrategies.com
4%
LastF@jacobistrategies.comDoeJ@jacobistrategies.com
1%
First.Last@jacobistrategies.comJohn.Doe@jacobistrategies.com
2%

Frequently Asked Questions

What is Jacobi's phone number?

Minus sign iconPlus sign icon You can contact Jacobi's main corporate office by phone at
+1-415-755-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jacobi's stock symbol?

Minus sign iconPlus sign iconJacobi is a publicly traded company; the company's stock symbol is 1167.HK.

What is Jacobi's official website and social media links?

Minus sign iconPlus sign iconJacobi's official website is jacobistrategies.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Jacobi generate?

Minus sign iconPlus sign icon As of July 2026, Jacobi's annual revenue is estimated to be $10M - $25M.

What is Jacobi's SIC code and NAICS code?

Minus sign iconPlus sign iconJacobi's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Jacobi have currently?

Minus sign iconPlus sign iconAs of July 2026, Jacobi has approximately 175 employees across 4 continents, including North America, Oceania and Europe. Key team members include Cto: C. B., Head Of Global Marketing: S. R. and Head Of Global Client Solutions: A. N. Explore Jacobi's employee directory with LeadIQ.

What industry does Jacobi belong to?

Minus sign iconPlus sign iconJacobi operates in the IT Services and IT Consulting industry.

What technology does Jacobi use?

Minus sign iconPlus sign iconJacobi's tech stack includes AdRoll, HubSpot Analytics, Amazon Web Services, Shopify, Amazon Simple Email Service, Mailchimp, WP Engine and Piwik PRO Core.

What is Jacobi's email format?

Minus sign iconPlus sign iconJacobi's email format typically follows the pattern of First@jacobistrategies.com. Find more Jacobi email formats with LeadIQ.

How much funding has Jacobi raised to date?

Minus sign iconPlus sign icon As of July 2026, Jacobi has raised $24M in funding. The last funding round occurred on Sep 20, 2022 for $10M.

When was Jacobi founded?

Minus sign iconPlus sign iconJacobi was founded in 2014.
Jacobi logo

Jacobi

IT Services and IT ConsultingCalifornia, United States51-200 Employees

Jacobi is an IT services and consulting company that provides a platform for designing and managing multi-asset portfolios at scale, with the aim of streamlining investment workflows and enabling dynamic client engagement. The platform supports front-office workflows and client-facing processes, enabling dynamic portfolio modeling, analytics, and scalable portfolio construction while addressing risk management. It relies on a modern cloud-based infrastructure that emphasizes open architecture and API connectivity to integrate proprietary investment models, data structures, and analytics into client workflows. The typical customers are investment teams seeking model portfolio management, multi-asset portfolio solutions, and OCIO services that require clear, customizable reporting and risk insight. Based in San Francisco, California, Jacobi operates in the IT services and IT consulting space, delivering solutions that unify and automate investment data to support scalable, AI-ready analytics and reporting.

Section iconCompany Overview

Phone number
+1-415-755-****
Website
jacobistrategies.com
SIC Code
4899 - Communications Services, Not Elsewhere Classified
Stock Symbol
1167.HK
NAICS Code
5415 - Computer Systems Design and Related Services
Founded
2014
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $24M

    Jacobi has raised a total of $24M of funding over 6 rounds. Their latest funding round was raised on Sep 20, 2022 in the amount of $10M as a Series A.

  • $10M - $25M

    Jacobi's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Cto at Jacobi
    C. B.
    Cto
    Mobile Phone
  • Head Of Global Marketing at Jacobi
    S. R.
    Head Of Global Marketing
    Mobile Phone
  • Head Of Global Client Solutions at Jacobi
    A. N.
    Head Of Global Client Solutions
    Mobile Phone
  • Head Of Portfolio Design at Jacobi
    D. B.
    Head Of Portfolio Design
    Mobile Phone
  • Co-Founder at Jacobi
    T. M.
    Co-Founder
    Mobile Phone

Employee Directory

  • Head Of Global Client Solutions at Jacobi
    A. N.
    Head Of Global Client Solutions
    Mobile Phone
  • Head Of Portfolio Design at Jacobi
    D. B.
    Head Of Portfolio Design
    Mobile Phone
  • Director Of Sales, Emea at Jacobi
    C. B.
    Director Of Sales, Emea
    Mobile Phone
  • Managing Director, Emea at Jacobi
    C. E.
    Managing Director, Emea
    Mobile Phone
  • Managing Director, Australia at Jacobi
    R. W.
    Managing Director, Australia
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.