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

Investment Technology

The complete picture: How bottom-up and top-down technologies enhance investment decision-making

Why pick one, when having both can enhance your investment decision-making. Read how by combining both top-down and bottom-up technologies, investment managers can design and .....

Improving portfolio outcomes by better connecting manager research and asset allocation

Most investment firms have distinct teams, systems and analytical approaches for conducting manager research and asset allocation. In this paper we consider how manager research .....

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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

The complete picture: How bottom-up and top-down technologies enhance investment decision-making

Improving portfolio outcomes by better connecting manager research and asset allocation

Contact Us

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