JACOBI
Jacobi is a next-generation intelligence platform for investment managers to customize and scale multi-asset portfolio design. Its risk and portfolio-construction tools enable practitioners to work and communicate through intuitive storyboards. Built with a multi-asset focus, their platform facilitates the transfer of manager insights, generating better investment ideas and deeper levels of engagement between an investment manager and client. Jacobi was founded in 2014 and is headquartered in San Francisco, California.
JACOBI
Industry:
Artificial Intelligence Finance Financial Services FinTech SaaS
Founded:
2014-01-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.jacobistrategies.com
Total Employee:
11+
Status:
Active
Total Funding:
10.17 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network
Similar Organizations
Converge
Converge is a venture capital firm that specializes in seed, startup, early Series A, and early-stage investments.
Hack VC
Hack VC is an early-stage venture capital firm that invests in the cryptocurrency, fintech, and marketplaces sectors.
Investory
The all-in one startup investor relations platform.
Moka
Moka (previously Mylo) is Canada’s #1 saving and investing app.
Current Advisors List
Advisor
2016-09-01
Board_observer
2017-01-01
Current Employees Featured
Tony Mackenzie Co-Founder @ Jacobi
Co-Founder
2014-07-01
Greg Knox Co-Founder, Chief Architect & Head of Engineering @ Jacobi
Co-Founder, Chief Architect & Head of Engineering
2014-07-01
Tanya Bartolini Co-Founder & Chief Revenue Officer @ Jacobi
Co-Founder & Chief Revenue Officer
2022-01-01
Charles Blaxland CTO @ Jacobi
CTO
2016-01-01
Kurt Oeler COO @ Jacobi
COO
2015-01-01
Daniel Baxter Head of Portfolio Design @ Jacobi
Head of Portfolio Design
2016-01-01
Catherine Belward Head of Product Development @ Jacobi
Head of Product Development
2018-01-01
Rob Wood Managing Director @ Jacobi
Managing Director
Founder
Investors List
Nukkleus
Nukkleus investment in Corporate Round - Jacobi
Illuminate Ventures
Illuminate Ventures investment in Series A - Jacobi
CreditEase Fintech Investment Fund
CreditEase Fintech Investment Fund investment in Series A - Jacobi
8VC
8VC investment in Series A - Jacobi
LeFrak
LeFrak investment in Seed Round - Jacobi
PLG Ventures
PLG Ventures investment in Seed Round - Jacobi
8VC
8VC investment in Seed Round - Jacobi
Rincon Venture Partners
Rincon Venture Partners investment in Seed Round - Jacobi
CreditEase Fintech Investment Fund
CreditEase Fintech Investment Fund investment in Seed Round - Jacobi
Illuminate Ventures
Illuminate Ventures investment in Seed Round - Jacobi
Official Site Inspections
http://www.jacobistrategies.com Semrush global rank: 4.92 M Semrush visits lastest month: 1.76 K
- Host name: ec2-50-18-107-235.us-west-1.compute.amazonaws.com
- IP address: 50.18.107.235
- Location: San Jose United States
- Latitude: 37.3388
- Longitude: -121.8914
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 95141
More informations about "Jacobi"
Jacobi - Crunchbase Company Profile & Funding
Contact Email info@jacobistrategies.com Jacobi is a next-generation intelligence platform for investment managers to customize and scale multi-asset portfolio design. Its risk and portfolio …See details»
Jacobi Strategies - Who We Help
Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier …See details»
Jacobi - LinkedIn
Jacobi's multi-asset investment technology Investment Portfolio Management Software Jacobi streamlines multi-asset investment processes with a unique, customizable platform for portfolio design ...See details»
Our Solution - Jacobi Strategies
The Jacobi solution Jacobi’s investment management technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling …See details»
Jacobi Company Profile - Office Locations, Competitors, Revenue …
Jacobi has 5 employees across 4 locations and $10.17 m in total funding,. See insights on Jacobi including office locations, competitors, revenue, financials, executives, subsidiaries and more …See details»
Jacobi - Products, Competitors, Financials, Employees, …
Chris Barnett, Directeur des ventes, EMEA, Jacobi chris@jacobistrategies.com , +44 78466 33415. Feb 13, 2025. FE Investments wählt Technologieanbieter Jacobi zur Beschleunigung …See details»
Jacobi
Technology to customize and scale multi asset portfolio designSee details»
Jacobi's multi-asset investment technology - LinkedIn
About. Jacobi streamlines multi-asset investment processes with a unique, customizable platform for portfolio design, analysis and engagement. White-labelled, cloud-based and highly flexible ...See details»
Jacobi - IA Engine
Jan 31, 2025 Jacobi is a powerful and customisable suite of tools to streamline portfolio design, management and engagement. The technology is like no other.See details»
Working At Jacobi: Company Overview and Culture - Zippia
Mar 14, 2024 Find out what it's like to work at Jacobi. See what kind of people work at Jacobi, career paths working at Jacobi, company culture, salaries, employee political affiliation, and …See details»
Jacobi Software Development Kit - lp.jacobistrategies.com
Jacobi investment engineers help to train SDK users in your organization, supplemented by extensive training resources and technical documentation. SDK users are typically quantitative …See details»
Jacobi - LinkedIn
Jacobi | 2,621 followers on LinkedIn. Helping Investment Firms with Multi-asset Portfolio Design, Analytics and Client Engagement. | Jacobi’s platform technology supports the design and …See details»
Jacobi Strategies - The rise of AI agents and future-proofing ...
Jacobi CEO Tony Mackenzie discusses how investment firms can future proof their investment processes and operating model to better harness the enormous potential of data, automation …See details»
Jacobi Model Builder Application - Jacobi Strategies
Scale model portfolio operations. Automate and industrialize your unique model portfolio operational processes. Leverage Jacobi's open architecture and API to connect with in-house …See details»
Jacobi Portfolio Builder - optimize your multi-asset portfolio …
Designing and constructing multi-asset portfolio solutions can be a time consuming task. Jacobi’s Portfolio Builder Application is designed to support the dynamic nature of the portfolio design …See details»
Jacobi and Axioma forge new partnership bringing investment …
Sep 13, 2023 jacobistrategies.com . About Axioma Axioma’s analytics suite provides investment management solutions to a global client base, including asset managers, asset owners, hedge …See details»
How can Jacobi help? - How We Help - Jacobi Strategies
How can Jacobi help? Our intelligence platform is used by some of the world’s largest and most forward thinking investment managers. Here are some case studies. Get in touch Efficient …See details»
Jacobs Has More Than 25,000 Projects Around the World. Its CEO …
Apr 12, 2025 Bob Pragada, a former engineer for the U.S. Navy who became Jacobs’ CEO in 2023 after 17 years with the company, recently told Barron’s editor-at-large Andy Serwer that …See details»
Jacobi Portfolio Builder - optimize your portfolio proposals
Designing and constructing multi-asset portfolios can be a time consuming task. Jacobi’s Portfolio Builder Application is designed to help Wealth Managers and Advisors streamline and …See details»
Jacobi Scenario Builder Application - lp.jacobistrategies.com
Explore Jacobi's Scenario Builder – a powerful tool for stress testing and optimizing investment portfolios. Customize risk factors, forecast performance, and visualize outcomes with dynamic …See details»