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Jacobi

HQ Address

44 Montgomery, San Francisco, CA 94104, United States

Website Address

www.jacobistrategies.com/

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Jacobi

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Business introduction

Built by investment professionals for investment professionals, Jacobi’s unique open-architecture platform enables investment firms to efficiently build, scale and automate the delivery of multi-asset portfolios

With Jacobi, investment firms can integrate their proprietary investment models, code and data structures to reflect their unique portfolio construction and engagement processes

Founded in 2014, Jacobi Strategies is a San Francisco headquartered investment technology firm that is redefining how institutional investors design, manage, and communicate multi-asset portfolios.

Jacobi was established by a team of seasoned investment professionals who recognized the limitations of traditional, legacy and spreadsheet-dependent workflows.

At its core, Jacobi provides a cloud-based, open-architecture platform designed to act as the investment engine for multi-asset investment teams. Unlike rigid, off-the-shelf software, Jacobi’s technology is highly customizable, allowing asset managers, wealth managers, and pension funds to embed their own proprietary investment models, data structures, and capital market assumptions directly into the system. This "open-API-first" philosophy ensures that firms can scale their unique investment processes without losing their unique Investment IP.

The platform offers a comprehensive suite of tools spanning the entire investment lifecycle. Jacobi helps investment firms address key challenges across a wide range of use cases—from the management and scalability of model portfolios to the delivery of custom portfolio solutions, enhancing OCIO services and the centralization and unification of investment data. Additionally, the platform’s Storyboards and Report Designer transform complex quantitative analytics into interactive, branded visualizations, facilitating deeper engagement between investment teams and their clients.

By bridging the gap between front-office portfolio construction and end-client reporting, Jacobi eliminates the inefficiencies of disconnected systems. Today, the firm supports top-tier global investors representing over $7 trillion in assets under management. Through its blend of institutional-grade security, elastic cloud scalability, and a developer-friendly SDK, Jacobi empowers firms to future-proof their operations and deliver more personalized, data-driven investment outcomes in an increasingly complex market environment.

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Problems Jacobi solves

04/06/2025

Hear how Jacobi solves the most pressing challenges investment teams face when scaling multi-asset portfolios. From disconnected workflows to spreadsheet overload, Jacobi’s leaders explain how our platform connects data, processes,......
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About Jacobi

02/06/2025

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Jacobi’s unique technology

31/05/2025

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How Jacobi partners with clients

29/05/2025

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Client Spotlight Session: With T.Rowe Price

20/06/2024

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Stress test and scenario analysis with Jacobi

10/01/2024

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Reduce complexity and optimise your portfolio review and proposal process with Jacobi

05/01/2024

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Elevate your model portfolio management with Jacobi’s Model Builder application

19/12/2023

Business Overview

Jacobi streamlines multi-asset investment processes with a unique, customizable cloud-based platform for portfolio design, analysis, and engagement.

Jacobi’s next-generation private cloud infrastructure promotes open architecture and API connectivity. Investment firms can integrate their proprietary investment models, code and data structures that support their unique portfolio construction and engagement processes. Firms can build and analyze portfolios knowing that the output is configured to their unique data structures and processes. Jacobi is built for engagement, allowing firms to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. 

Founded in 2014, Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Some of Jacobi’s recent clients include LGIM, T.Rowe Price, FE Investments, Principal and MFS. Jacobi has offices in London, San Francisco and Brisbane.

Jacobi has been recognized with many industry awards including:

  • Best Portfolio Management Software at the 2025 Institutional Asset Manager Awards
  • Best Analytics Platform as the 2025 Data Management Insights Awards, Europe
  • Most Innovative Third Party Technology Vendor (Analytics) at the 2025 Waters Technology American Financial Technology Awards
  • Best Platform for Risk and Portfolio Analytics at the 2025 Data Management Insights Awards – USA
  • Waters Technology Woman of the Year for Tanya Bartolini at the 2025 Women in Data and Technology Awards

Customers

Jacobi provides its technology to some of the world’s largest and most forward-thinking investment firms including asset owners, asset managers, wealth managers and investment consultants. Jacobi’s clients represent assets under management of over US$7 trillion.

Key Data

Year founded
2014
employees
51-200
offices
3
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • End Private Clients
  • Family Offices
  • Financial Advisors

Jacobi Solutions

Jacobi Model Portfolio Management Solution

Modern investment firms are managing more model portfolios than ever before. Increased demand for customization, stronger governance, and faster delivery has made traditional tools and spreadsheet driven processes hard to scale. Jacobi’s Model Portfolio Management Solution gives investment teams a centralized platform to manage the complete model portfolio lifecycle. From portfolio......

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Jacobi Custom Portfolio Solution

Jacobi Custom Portfolio Solutions enables investment teams to efficiently design, manage, and scale bespoke portfolios without sacrificing rigor or transparency. Built on Jacobi’s multi asset platform, the solution streamlines top down portfolio construction while supporting firm specific objectives, constraints, and investment beliefs. With comprehensive look through analysis across ETFs, mutual funds,......

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Jacobi Data Engine

The Jacobi Data Engine is a complete, domain‑specific data layer purpose‑built for institutional multi‑asset investing. Investment teams face growing complexity from fragmented data sources, inconsistent structures, and manual processes that weaken confidence in analysis and reporting. The Jacobi Data Engine addresses this challenge by transforming raw investment data into clean,......

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Jacobi OCIO Solution

Jacobi’s OCIO Solution is an end-to-end multi‑asset investment platform designed specifically to meet the needs of OCIO and fiduciary management teams. As OCIO providers grow, they face increasing pressure to manage a rising number of highly customized portfolios while maintaining consistent governance, insight, and client communication. Jacobi addresses this challenge......

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