Our Technology
Transform investment workflows with Jacobi’s AI-ready, API-first technology.
Built for scale, security, and customization
Jacobi’s platform combines open architecture with enterprise-grade security and elastic scalability. It integrates seamlessly with your existing data sources and workflows, giving you the freedom to design investment processes that reflect your unique philosophy.
From asset allocation modeling to dynamic reporting, Jacobi accelerates delivery while reducing operational risk. With a robust API layer and developer-friendly Software Development Kit (SDK), you can automate workflows, customize analytics, and extend functionality to meet evolving client needs—all without compromising governance or security.
Jacobi technology
What sets Jacobi apart from other investment technologies
Open API First Architecture
Jacobi’s API-first framework enables seamless integration with existing systems. Connect data in and out, automate tasks, and orchestrate workflows effortlessly. This open design ensures interoperability with market data providers, custodians, and risk engines, giving you full control. By leveraging Jacobi’s API, firms scale operations, reduce errors, and future-proof for AI-driven analytics.
Enterprise-Grade Security
Security is core to Jacobi. Each client runs on a private deployment with strict data segregation. We enforce encryption at rest and in transit, fine-grained permissions, and enterprise IAM integration. Continuous monitoring, audit logging, and disaster recovery ensure compliance. Jacobi lets you manage sensitive data confidently across jurisdictions.
Scalable Performance
Jacobi’s elastic cloud architecture scales compute automatically for peak workloads, ensuring a highly available, fault tolerant platform. Whether running complex models or generating hundreds of reports, Jacobi delivers speed and reliability. Jacobi’s modelling engine is built on highly optimized scientific computing libraries and algorithms, delivering you the insights you need, faster.
Customizable Analytics & Reporting
Jacobi lets teams tailor analytics and reporting to their needs. The Software Development Kit enables bespoke models, dashboards, and workflows using Python libraries. Report Designer creates dynamic, client-ready outputs that auto-update as data changes. Schedule reports at scale, export in multiple formats, and integrate via API—enhancing engagement and strengthening your brand.
With Jacobi you can differentiate your firm through technology
Your co-founders have hands-on experience when it comes to multi-asset management and we see that understanding come through in every facet of the technology that you've enabled and also how you work with us day in and day out.
Jacobi is trusted by some of the world’s leading investment firms
Contact Us
Ready to break free from rigid, closed investment systems? Discover how Jacobi’s programmable, secure, and scalable platform can power your firm’s unique investment process.
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.
Offices
San Francisco
44 Montgomery St
San Francisco 94104
United States
London
20 Little Britain
London EC1A 7DH
England
Brisbane
111 Eagle St
Brisbane City 4000
Australia