Back

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

Read