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Jacobi

Category
Scaleup Innovator

Vertical
Capital Markets, Data Analytics, Wealth management

Location
San Francisco

Jacobi aims to transform the world of institutional investing. Jacobi’s cloud-based platform features a powerful and highly customisable suite of tools to integrate the entire multi-asset investment lifecycle – from portfolio design, portfolio management and, critically, to engaging with clients.
Launched in 2014, the company is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset owners, asset managers, wealth managers and investment consultants. Jacobi is fast growing, with clients representing assets under management of $US1.7 trillion.

Team Members

Curtis Evans

Managing Director, Jacobi

Charles Blaxland

CTO, Jacobi

Blogs

Coronavirus exposes the asset manager’s business conundrum

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Upcoming Events

13
Jul
FinTech Investor Office Hours Week: 13 -17 July 2020
Location: Google Hangout sent after registering
  Innovate Finance and over 15 VC and CVCs have come together to take part in the FinTech Investor Office...
14
Jul
Building FinTech Bridges: Why cross-border collaboration is key to financial inclusion in SE Asia
Location: BrightTalk
With a population of 570 million and a GDP expected to grow to $4.7 trillion by 2025, the six largest...
15
Jul
How COVID-19 stands to transform the payments sector?
Location: Zoom Webinar
COVID-19 has changed habits and ways of transacting within the payments industry. Coronavirus is encouraging businesses to move to contactless,...