Assette vs Jacobi
Assette
Assette allows investment firms to instantly create custom investment content for every step of the client journey
73 employees · est. 1998 · Boston, United States
Jacobi
Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement
109 employees · est. 2014 · San Francisco, United States
Assette is the older company (1998 vs 2014).
Side-by-Side Comparison
| Metric | Assette | Jacobi |
|---|---|---|
| Founded | ||
| Founded | 1998 older | 2014 |
| Headquarters | ||
| Headquarters | Boston, United States | San Francisco, United States |
| Employees | ||
| Employees | 73 | 109 |
| Industry | ||
| Industry | Financial Services, Fintech, IT | AI, Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Venture round | Series A |
| Total Funding | ||
| Total Funding | $2.14M | $27.47M |
| Funding Rounds | ||
| Funding Rounds | 2 | 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 | Investment DataContent AutomationClient EngagementAssets ManagementData PlatformSales Materials +9 | Investment TechnologyPortfolio DesignClient EngagementMulti-AssetModel Portfolio ManagementALM +6 |
| Website | ||
| Website | assette.com | jacobistrategies.com |
About Assette
Assette is a financial services startup founded in 1998 and based in the United States. The company's slogan "Investment Data Enablement. Content Automation. Client engagement and Insights." encapsulates its core focus. Assette offers a software platform that facilitates the automation of data enabl...
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 Assette on 12 Sep 2024, 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.
