Jacobi

jacobistrategies.com

Jacobi is a next-generation intelligence platform designed for investment managers, enabling them to customize and scale multi-asset portfolio design. The platform integrates unique investment processes, proprietary data, and intuitive visualizations, facilitating better communication and engagement with clients. Founded in 2014 and headquartered in San Francisco, Jacobi leverages cloud-based technology to enhance efficiency and security in portfolio management, catering to asset managers, wealth managers, and investment consultants. With a strong team of experienced professionals from leading financial institutions, Jacobi positions itself as a leader in transforming investment management through innovative technology.