July 2019

Jacobi Raises $7.7M in Funding

Jacobi has received more funding to further build out our platform and features. Find out more from the links below.

Check out the Finsmes article
Check out the Finextra article

Recent Insights

Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....

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See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Jacobi Raises $7.7M in Funding

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

Does Your Technology Undermine Your Total Portfolio Approach?

Contact Us

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