Financial technology enabling investment management teams to customize and scale multi-asset portfolio design.Aggregate your intelligence to analyze asset allocation and portfolio risk and return, then instantly amplify your story on one cloud platform.

Website: jacobistrategies.com

Employees: 50 - 99

HQ:

Location: San Francisco, CA, US

Revenue: 5 - 10 Million

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Jacobi is a financial technology company that specializes in enabling investment management teams to customize and scale multi-asset portfolio design. With their cutting-edge platform, users can aggregate their intelligence to analyze asset allocation and portfolio risk and return, and then instantly amplify their story on one cloud platform. Founded in 2017 and headquartered in San Francisco, California, Jacobi has established itself as a leader in the SaaS industry, with a team of experienced professionals at the helm. The company's co-founder and head of engineering, Matthew Jacobi, has a strong background in technology and finance, having worked at companies such as Goldman Sachs and BlackRock. He is joined by a seasoned team of executives, including Tanya Bartolini, Curtis Evans, Charles Blaxland, and Greg Knox. With their expertise and dedication, Jacobi has been able to help investment management teams streamline their portfolio design process and make data-driven decisions. The company's platform has also been recognized for its user-friendly interface and robust analytics capabilities, making it a valuable tool for businesses of all sizes

Financial technology helps investment teams create and manage investment portfolios that are tailored to their needs. It allows them to analyze and understand the risks and potential returns of different assets, and then use that information to create a strong investment strategy. All of this can be done on one easy-to-use platform.