Jacobi
Jacobi provides cloud-based technology for multi-asset portfolio design, analytics, and client engagement, serving asset managers, investment consultants, and wealth managers. Founded in 2014 and headquartered in San Francisco, Jacobi has been recognized for its innovation and excellence in the financial technology sector.
Services
Jacobi offers a comprehensive range of services focused on technology for multi-asset portfolio design, analytics, and client engagement. Utilizing a cloud-based open architecture, their platform supports portfolio design and collaboration at scale. The suite includes a Portfolio Builder Application, a Retirement Planner for projecting retirement outcomes, and a private asset cash flow modeling toolkit. Their solutions also encompass tools for stress-testing and scenario analysis, strategic and dynamic asset allocation processes, and a Model Builder for managing multiple model portfolio groups. Jacobi also offers report designer tools for client and board presentations.
Market Segments
Jacobi's platform serves a diverse range of market segments. Asset Managers use it to build and customize portfolios efficiently and engage dynamically with clients. Investment Consultants leverage its modular and customizable features to industrialize their unique models and workflows. Wealth Managers benefit from digital tools that streamline both the investment team and advisor workflows. Furthermore, multi-asset teams utilize Jacobi's platform to enhance visibility and analytics across various pools of capital.
Technology Infrastructure
Jacobi employs cutting-edge technology infrastructure to provide reliable and scalable services. The platform utilizes Amazon Web Services (AWS) for elastic scalability and enhanced performance. This cloud-based open architecture supports the platform’s capabilities for portfolio design, collaboration, and client engagement at scale. Additionally, Jacobi supports private deployments, allowing for the integration of unique investment and engagement processes in a white-labeled environment.
Awards and Recognition
Jacobi has received numerous accolades in the fintech and wealth management industries. In 2024, the company was named in the WealthTech100 for the third consecutive year. Additionally, Jacobi was awarded the 2023 Waters Technology AFTA for the most innovative third-party technology vendor in trading, risk, and compliance. They also won the Best Data Visualization Provider at the A-Team Insight Data Management Insights Awards Europe in 2023.
Company Background
Jacobi was founded in 2014 and is headquartered in San Francisco. The company also maintains offices in London and Brisbane. Since its establishment, Jacobi has grown by providing technology solutions that enhance multi-asset portfolio design, analytics, and client engagement. Their focus on leveraging cloud-based open architecture has enabled them to cater to a wide range of financial services professionals globally.