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Jacobi
Cloud-based multi-asset portfolio management
- 101-200 employees
- Fintech
- B2B
- Artificial Intelligence
- Investing
- SaaS
- Cloud Computing
- Financial District, San Francisco, CA
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Company mission
To transform multi-asset portfolio design and engagement.
Some candidates hear
back within 2 weeks
Our take
Asset management, as with other industries, is rapidly digitising. However, for the management of complex portfolios, technologies often do not work alongside existing investment processes, philosophies, or data structures. Jacobi, founded in 2014, seeks to remedy this with a platform that can be used at scale whilst maintaining previous investment ideas and protocols.
Traditionally, investments have been tracked statically, and archaic methods are still employed by many. Jacobi’s cloud-based platform not only provides tools to manage and visualise multi-asset portfolios, but also a high level of customisability in how these tools are employed in portfolio management. The platform can also be accessed from anywhere in the world, facilitating greater engagement.
Jacobi is used by some of the largest asset management firms in the world. Funding secured will be used to accelerate the development of its platform, as well as to expand teams and reach more clients globally.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Flexibility: Remote working and flexible leave policies bring balance to life and work.
- Learning and Development: Support with ongoing learning and professional development.
- Health and Wellbeing: Lifestyle leave and Employee Assistance Program.
- Global Footprint: Opportunity for secondment to our global offices.
Company values
- Clients First: Our client’s success is our success. We build deep and trusted partnerships with our clients.
- Perpetual Innovation: We never stand still. We are on a never-ending quest to make our next-generation platform smarter, better and faster.
- One Team: We are stronger when we work together. We are accountable, respectful and do the right thing. We embrace learning.
- Cherish Diversity: We are proud to be an equal opportunity employer with a diverse and inclusive team. We encourage diversity of thought.
Funding (last 2 of 3 rounds)
Sep 2022
$10m
SERIES A
Jul 2019
$7.5m
EARLY VC
Total funding: $20m
This company has top investors
Leadership
Tanya Bartolini
(Co-founder & CRO)Former Head of Global Distribution at the company. Previously worked as a Business Development Manager at Colonial First State, and as a Financial Advisor with Commonwealth Bank.
Greg Knox
(Co-founder & Head of Engineering)Software Gazelle at randomnoun. Former Engineer at Betfair, and previously a Software Engineer at Misys.
Tony Mackenzie
(Co-founder)Previously worked for QIC including as Chief Strategist and as Head of Portfolio Design.