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
N/A
May 2022
- Jacobi Won Technology Provider of the Year
Data Engineer
Brisbane, Queensland
Business Development Manager - Asia/Pacific
Brisbane, Queensland
Software Engineer
Brisbane, Queensland
Senior Devops Engineer
Brisbane, Queensland
Infrastructure Engineer
Brisbane, Queensland
AI/ML Professionals
1
1
$10M
Company was founded 2014 and it took almost 8 years (Sep 2022) to raise first external round
Investors
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Tony Mackenzie
Co-Founder
Tanya Bartolini
Co-Founder | Head of Global Distribution
Kurt Oeler
Chief Operating Officer
Charles Blaxland
CTO