Jacobi

The company's core offering is a flexible, open-architecture platform that serves a global client base including asset managers, investment consultants, wealth managers, and asset owners. These clients collectively manage over US$7 trillion in assets. Jacobi enables these firms to integrate their proprietary models, data, and analytics into the platform, allowing them to scale their investment processes and workflows. The business model is centered on providing this technology to these top-tier investment firms. The platform's features include dynamic modeling and analytics, portfolio optimization tools, and a report designer for creating customized client reports. This allows for the integration of the entire multi-asset investment lifecycle, from portfolio design and management to client engagement. A key differentiator is the ability for clients to embed their own intellectual property and capital markets assumptions directly into the system.

The founding team's background is deeply rooted in finance and technology. Tony Mackenzie holds a PhD in computational mathematics and has extensive experience managing large institutional investment portfolios, including overseeing $45 billion in assets at QIC. Tanya Bartolini has a broad background in business development, technology, and investments from her senior roles at the Commonwealth Bank of Australia. Greg Knox brings over two decades of global software development experience, having designed solutions for major institutions. The company is headquartered in San Francisco, with additional offices in Brisbane and London. In September 2022, Jacobi secured $10 million in Series A funding, led by QIC, to accelerate platform development and global expansion. Keywords: multi-asset portfolio management, investment technology, portfolio design, portfolio analytics, client engagement, wealthtech, financial software, asset allocation, risk modeling, investment workflows, open architecture platform, model portfolios, investment consultants, asset managers, wealth managers, institutional investment, financial modeling, portfolio construction, QIC, Tony Mackenzie