Jacobi
HQ Address
44 Montgomery San Francisco, CA 94104, United States
Website Address
Relevant Regions
Parent Company
Jacobi
Business introduction
Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform
Headquartered in San Francisco, the company is led by a team of investment professionals and world-class engineers
Jacobi has its roots in institutional portfolio management, as it was founded to help sophisticated investment teams industrialise and connect their multi-asset investment processes.
While many incumbent technologies are rigid and impose a way of working on the investment teams they serve, Jacobi’s philosophy is to help investment groups scale their own processes, models, tools, and visualisations. With an open architecture mindset, Jacobi helps firms improve their entire investment and engagement machine.
Today, the technology is used by some of the world’s leading investment groups. The company has also achieved recognition with several awards, including “WealthTech and InvestmentTech of the Year” at the Moneyage Wealth and Asset Management Awards 2023, “Most Innovative Third-party Technology Vendor” at the American Financial Technology Awards 2023 and Best Data Visualisation Provider at the Data Management Insights Awards Europe 2023.
An Introduction to Jacobi
Client Engagement & Management, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Risk Analysis & Management
30/08/2017
Stress test and scenario analysis with Jacobi
10/01/2024
Reduce complexity and optimise your portfolio review and proposal process with Jacobi
05/01/2024
Elevate your model portfolio management with Jacobi’s Model Builder application
19/12/2023
Lifting the lid on portfolio analytics and data for institutional clients
Client Engagement & Management, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Risk Analysis & Management
01/02/2021
Portfolio analytics across complex family entity structures
Client Engagement & Management, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Risk Analysis & Management
01/02/2021
Investment Tools for Distribution Teams
Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Risk Analysis & Management
01/02/2021
Extend home office research & models to all portfolios
Client Engagement & Management, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems, Risk Analysis & Management
01/02/2021
Business Overview
Jacobi has its roots in institutional portfolio management as it was founded to help sophisticated investment teams industrialise and connect their multi asset investment processes.
While many incumbent technologies are rigid and impose a way of working on the investment teams they serve, Jacobi’s philosophy is to help investment groups to scale their own processes, models, tools and visualisations. With an open architecture mindset, Jacobi helps firms to improve their entire investment and engagement machine.
Today, the technology is used by some of the world’s leading investment groups. The company has also achieved recognition with several awards, including “Best Front Office Solution” at the FundTech Awards 2020 and “Investment Tech of the Year” at the UK FinTech Awards 2020.
Key Data
Year founded
2014employees
51-200offices
3Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Jacobi Solutions
Jacobi
Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi......
business needs
- Client Engagement & Management
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
- Africa
- Asia
- Caribbean
- Central America
- Eastern Europe
- Middle East
- North America
- Oceania
- South America
- Western Europe
Portfolio Builder
Create and update portfolios: Build a new portfolio from scratch or make changes to an existing portfolio and dynamically visualize the impact of those changes through powerful analytics. Utilize bespoke analytics: Use analytics to answer questions as they relate to portfolio outcomes and simulate portfolio risks to ensure they align to your client's......
