Addepar vs Jacobi
Addepar
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity
1548 employees · est. 2009 · New York, United States
Jacobi
Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement
109 employees · est. 2014 · San Francisco, United States
Addepar is the older company (2009 vs 2014); Addepar is the larger of the two.
Side-by-Side Comparison
| Metric | Addepar | Jacobi |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2014 |
| Headquarters | ||
| Headquarters | New York, United States | San Francisco, United States |
| Employees | ||
| Employees | 1548 larger | 109 |
| Industry | ||
| Industry | Financial Services, Fintech, SaaS | AI, Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Series F+ | Series A |
| Total Funding | ||
| Total Funding | $902.80M | $27.47M |
| Funding Rounds | ||
| Funding Rounds | 13 | 6 |
| Services | ||
| Services | Not tracked yet | Technology for multi-asset portfolio design, analytics, and client engagement |
| Target Customers | ||
| Target Customers | Not tracked yet | Asset Managers, Wealth Managers & RIAs, Asset Owners & Pension Funds, Investment Consultants & OCIOs |
| Taxonomy | ||
| Taxonomy | InvestmentPortfolio ManagementGlobal PresenceClient AdvisoryAsset AggregationOpen Platform Integration +2 | Investment TechnologyPortfolio DesignClient EngagementMulti-AssetModel Portfolio ManagementALM +6 |
| Website | ||
| Website | addepar.com | jacobistrategies.com |
About Addepar
Addepar is a global tech and data company that aims to enhance the capabilities of investment professionals in providing better guidance to their clients. Founded in 2009, Addepar has gained the trust of hundreds of thousands of users globally over the past decade. The company's platform aggregates...
About Jacobi
Jacobi is a United States based startup founded in 2014, focused on providing a platform technology to support the design and management of multi-asset portfolios at scale. The company's slogan, "Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement," encapsulat...
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Compiled from the BounceWatch company index. We last looked at Addepar on 31 Oct 2026, and Jacobi on 24 Mar 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
