Artificial Intelligence | Machine Learning Jacobi | Portfolio Design & Engagement


Enterprise, Investment Technology, Financial Services, Portfolio Design, Client Engagement San Francisco, California, United States

Jacobi

Artificial Intelligence | Machine Learning


Jacobi | Portfolio Design & Engagement

Jacobi

Investment Technology, Financial Services, Portfolio Design, Client Engagement


San Francisco, California, United States

Technology for multi-asset portfolio design, analytics and client engagement. Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. 

Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud based platform. Jacobi Helps to design and analyze objectives-based portfolios within a fully integrated visual environment. Provids deeper, more meaningful analysis on the impact of decision making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Improve Client and Stakeholder Engagement by, dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labelled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams. Customize and scale portfolio solutions. By integrating proprietary models, code, and internal/external data structures through Jacobi’s innovative open architecture. Configure dashboards and workspaces which simply integrate into workflow applications. Code on the platform, to rapidly industrialize and govern your unique tools and models. Aggregate your intelligence to analyze asset allocation and portfolio risk and return, then instantly amplify your story on one cloud platform.

 

B2B

26 to 50

Series A

$20.2M

Scaling Up

2014

 
 

Financial Services
Enterprise Software

Improve Client & Stakeholder Engagement
Build Better Portfolios
Amplify Investment Strategy

Increase Efficiency

 
 

Analytics
Finance
Service

Yes

Active

 
 

   Machine Learning


Intelligent Support Platform

Intelligent Support Platform

Cloud Based Contract Management Portfolio

Cloud Based Contract Management Portfolio


Text

Text

Structured

Structured

 

   Software


Python

Python

C/C++

C/C++

Tensorflow

Tensorflow

Kubernetes

Kubernetes

Jenkins

Jenkins

DocumentDB

DocumentDB

Azure SQL

Azure SQL

Node.js

Node.js

Docker

Docker


Machine Learning Algorithm

Machine Learning Algorithm

Deep Learning Algorithm

Deep Learning Algorithm

 
 

May 2022

  • Jacobi Won Technology Provider of the Year
 
 

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AI/ML Professionals

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1

1

$10M

Company was founded 2014 and it took almost 8 years (Sep 2022) to raise first external round

 
 

Date

Round

$ Raised

Investors

09/20/2022

Series A

$10M

Queensland Investment Corporation

Date : 09/20/2022

Round: Series A

$ Raised: $10M

Investors: Queensland Investment Corporation

 

Investors

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Tony Mackenzie

Tony Mackenzie
Co-Founder

Tanya Bartolini

Tanya Bartolini
Co-Founder | Head of Global Distribution

Kurt Oeler

Kurt Oeler
Chief Operating Officer

Charles Blaxland

Charles Blaxland
CTO

 
 

Potential Customers

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