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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.

Upcoming Events

19
Feb
Tackling the Gender Investment Gap: An All Voices Discussion
Location: Rise London
Innovate Finance and FinTech Innovation Lab, run by Accenture, would like to invite you to our upcoming Women in FinTech initiative event, taking place...
26
Feb
VC Fintech Investor Speed Dating
Location: Schroders, 1 London Wall Place, London Wall, Barbican, London EC2Y 5AU
Join us for a curated evening to bring together FinTech founders raising an early series round of funding (seed to...
27
Feb
Workshop: AI in Financial Services
Location: Pinsent Masons, 30 Crown Place, Earl Street, London EC2A 4ES
Innovate Finance and Pinsent Masons are delighted to invite you to a half-day workshop on AI in Financial Services. There...