We are pleased to highlight one of our current members, Jacobi, a global investment technology provider that streamlines multi-asset investment processes and enables portfolio design, analysis and client engagement. Its unique “open architecture” technology allows users to tailor the platform by integrating their own code, models, data, analytics and applications.
Founded in 2014 and headquartered in San Francisco, United States, Jacobi provides its technology to top-tier investors across the globe, including some of the world’s leading asset and wealth managers, pension funds, asset owners and investment consultants.
‘’There is strong demand for our technology owing to the increased need for investment firms to scale and connect investment processes and increase the quality of engagement with clients. Jacobi has a global footprint and continues to see strong demand from investment firms looking for ‘institutional grade’ technology,’’ - Tanya Bartolini, Co-founder and Chief Revenue Officer.
Contact Jacobi today to learn more about how they can help enable investment teams to design, customise, and automate portfolio workflows—enhancing collaboration, governance, and investment decision making across the entire investment lifecycle.
For more information about Jacobi click here.
