Jacobi

San Francisco, CA

Jacobi is a next-generation intelligence platform for investment managers to customize and scale multi-asset portfolio design. Its risk and portfolio-construction tools enable practitioners to work and communicate through intuitive storyboards. Built with a multi-asset focus, their platform facilitates the transfer of manager insights, generating better investment ideas and deeper levels of engagement between an investment manager and client. Jacobi was founded in 2014 and is headquartered in San Francisco, California.