Jacobi
Jacobi builds a cloud-native, AI-powered multi-asset portfolio analytics platform for institutional asset managers, wealth managers, pension funds, and OCIO providers. Its platform unifies portfolio construction, risk modeling, scenario analysis, and client engagement across public and private assets, serving clients managing over $7 trillion in aggregate AUM.
- Company typePrivate
- Founded2014
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Jacobi does
Jacobi (operating as Jacobi Strategies) is a San Francisco-headquartered investment technology company founded in 2014 that builds a cloud-native, API-first multi-asset portfolio analytics platform for institutional investors. The platform unifies portfolio construction, risk modeling, scenario analysis, performance attribution, and client engagement across equities, fixed income, alternatives, and derivatives, organized around three core solutions (Model Portfolio Management Solution, Custom Portfolio Solution, and OCIO Solution) supported by 12+ specialized applications including Portfolio Builder, Multi-Model Builder, Portfolio Scaler, Scenario Builder, Optimization, Private Assets Modeling, and Assets and Liabilities modules. The underlying architecture is powered by an AI-ready Data Engine built on Databricks Lakehouse, a Python SDK, and a Model Context Protocol Server that enables AI assistants (GitHub Copilot, Cursor, Claude Code) to operate securely within Jacobi's Infrastructure-as-a-Service environment for client proprietary model development.
The company serves institutional asset managers (MFS, T. Rowe Price, Franklin Templeton, LGIM), wealth managers and RIAs (Baker Street Advisors, Davy), pension funds (USS), investment consultants and OCIO providers (WTW), with a stated client base collectively managing over USD $7 trillion in assets. Jacobi monetizes through quote-based annual enterprise SaaS subscriptions priced on AUM scale, seat count, and feature requirements, distributed exclusively via direct enterprise sales with no channel partners. The company maintains offices in San Francisco (HQ), London (EMEA), and Brisbane (APAC), and is privately held with a single disclosed Series A of $10 million led by Queensland Investment Corporation (QIC) in September 2022.
The product roadmap has accelerated in 2025-2026 with the Multi-Asset Platform 2025 refresh and the February 2026 launch of AI-Assisted Coding Resources (Jacobi Rules, Jacobi Skills, MCP Server), positioning Jacobi to extend beyond analytics into AI-assisted development tooling for institutional investment teams. Revenue is not publicly disclosed and the company has remained at 11-50 employees, suggesting controlled scaling rather than aggressive expansion.
Jacobi firmographics
Firmographics- Name
- Jacobi
- Legal name
- Jacobi, Inc.
- Website
- https://jacobistrategies.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Jacobi builds a cloud-native, AI-powered multi-asset portfolio analytics platform for institutional asset managers, wealth managers, pension funds, and OCIO providers. Its platform unifies portfolio construction, risk modeling, scenario analysis, and client engagement across public and private assets, serving clients managing over $7 trillion in aggregate AUM.
- Ownership category
- akta.pro rank
Jacobi industry classification
Industry- Product category
- Investment Technology / Portfolio Analytics Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Model Portfolio & Portfolio Construction Engines (FSAGAEAD)
- akta.pro secondary industries
- Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
Keywords
Where Jacobi is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Jacobi business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Platform Subscription: Annual or multi-year subscription-based pricing model for access to the Jacobi portfolio analytics platform. Revenue is recurring in nature with land-and-expand potential as clients add assets under management or additional users.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom enterprise pricing based on AUM and user count |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Jacobi product offering
Product offeringCore offering
Jacobi provides a cloud-native, AI-powered multi-asset investment technology platform that enables institutional asset managers, wealth managers, OCIOs, and pension funds to design, optimize, and scale model and custom portfolios across equities, fixed income, alternatives, and derivatives. The platform unifies portfolio construction, risk and performance analytics, client engagement, and reporting, and is delivered as Infrastructure-as-a-Service with an open API and SDK for integrating proprietary models, data, and workflows.
Product overview
Jacobi is a cloud-native, multi-asset investment technology platform built on a platform-plus-modules architecture. The core Jacobi Multi-Asset Technology platform unifies portfolio construction, risk modeling, and analytics across public and private assets. It is complemented by three primary solutions (Model Portfolio Management Solution, Custom Portfolio Solution, and OCIO Solution), supported by the AI-ready Jacobi Data Engine infrastructure. The platform includes 12+ specialized applications and modules including Portfolio Builder, Multi-Model Builder, Portfolio Scaler, Scenario Builder, Optimization, Assets and Liabilities, Private Assets Modeling, Performance Attribution, Proposal Builder, Retirement Planner, Product Comparison, Task Manager, and Risk Factor Calibration applications. Recent additions include AI-Assisted Coding Resources (Jacobi Rules, Jacobi Skills, and MCP Server) delivered via Infrastructure-as-a-Service, enabling secure AI-assisted development of custom investment technology.
Differentiator
Problem solved
Functional benefit
Products and services
- Model Portfolio Management Solution (MPMS)
Quantifiable outcome
- Clients managing over $7 trillion in assets use the Jacobi platform
Companies that use Jacobi
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Jacobi technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability9 records
Feature3 records
Jacobi partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights6 records
Jacobi competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a multi-asset portfolio analytics and reporting platform serving large RIAs, family offices, and institutional investors. Directly comparable to Jacobi in the wealth/asset management analytics layer, with overlap in portfolio construction, performance attribution, and client reporting.
- Ortec Finance: Ortec Finance provides multi-asset investment decision support, ALM, and portfolio construction software to pension funds, insurers, and wealth managers. Directly comparable to Jacobi's Custom Portfolio and OCIO solutions, with similar asset-liability and scenario modeling capabilities.
- SimCorp Dimension: SimCorp Dimension is an integrated investment management platform used by buy-side firms for portfolio management, compliance, and analytics. Directly comparable to Jacobi's multi-asset platform for asset managers, particularly in European institutional segments.
Broad incumbents
- MSCI Barra One and RiskManager: MSCI offers enterprise portfolio risk and performance analytics platforms used by institutional asset managers. Jacobi's risk factor calibration, scenario builder, and optimization modules compete with MSCI's risk analytics offerings, though MSCI's broader data franchise is materially larger.
- Finastra: Finastra provides capital markets and investment management software to financial institutions, including portfolio management and analytics tooling. Overlaps with Jacobi in serving large asset managers and institutional investors across the front-to-middle office.
- SS&C Advent Portfolio Exchange (APX): SS&C's Advent APX is a portfolio management and accounting platform used by asset managers and wealth managers. Comparable to Jacobi on the multi-asset portfolio construction and reporting layer, particularly for wealth and RIA segments.
- FactSet Portfolio Analytics: FactSet is a large incumbent financial data and analytics provider with portfolio analytics, performance attribution, and risk modeling capabilities used across the buy-side. Jacobi competes with FactSet's portfolio analytics suite for institutional workflows while lacking FactSet's broader data terminal.
- BlackRock Aladdin: Aladdin is BlackRock's enterprise investment management platform providing portfolio construction, risk analytics, and trading tools to institutional clients. It is the dominant incumbent in multi-asset analytics for large asset managers and pension funds, the same buyer Jacobi targets.
- Charles River Development (State Street): Charles River IMS is an enterprise investment management platform supporting front-to-back office workflows for asset managers and hedge funds. Comparable to Jacobi on the front-office analytics and model portfolio management layer, though Charles Street operates a much broader operating system.
- Bloomberg AIM: Bloomberg AIM is an order management, execution, and portfolio analytics platform used by buy-side firms. Comparable to Jacobi on the multi-asset analytics and portfolio construction layer, often bundled with the broader Bloomberg terminal ecosystem.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Jacobi social profiles
Digital presenceJacobi financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jacobi leadership team
Management profileNumber of profiles
Profiles13 records
Jacobi funding detail
Funding detailFunding overview
Funding rounds6 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jacobi M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jacobi
What does Jacobi do?
Jacobi provides a cloud-native, AI-powered multi-asset investment technology platform that enables institutional asset managers, wealth managers, OCIOs, and pension funds to design, optimize, and scale model and custom portfolios across equities, fixed income, alternatives, and derivatives. The platform unifies portfolio construction, risk and performance analytics, client engagement, and reporting, and is delivered as Infrastructure-as-a-Service with an open API and SDK for integrating proprietary models, data, and workflows.
Is Jacobi a public or private company?
Jacobi is a private company. It is classified as venture growth investor backed and is currently operating.
When was Jacobi founded?
Jacobi was founded in 2014. It employs 11 to 50 people.
Where is Jacobi based?
Jacobi is headquartered in San Francisco, United States, in the North America region.
How does Jacobi make money?
One revenue line is on record: saaS Platform Subscription.
Who are Jacobi's main competitors?
Direct peers on record are Addepar, Ortec Finance and SimCorp Dimension. Broad incumbents are MSCI Barra One and RiskManager, Finastra, SS&C Advent Portfolio Exchange (APX), FactSet Portfolio Analytics, BlackRock Aladdin, Charles River Development (State Street) and Bloomberg AIM.
Does Jacobi have an API?
Yes. Jacobi offers an API-first framework enabling seamless integration with existing systems. The open architecture ensures interoperability with market data providers, custodians, and risk engines. The Jacobi API enables investment managers to connect with the platform, automate tasks, orchestrate workflows, and integrate proprietary models, code, and data structures. The Software Development Kit (SDK) allows analysts and developers to create custom models, automate data processes, and build tailored workflow applications. Developer documentation is at www.jacobistrategies.com/jacobi-insights/connect-and-automate-your-process-with-the-jacobi-api.
What industry is Jacobi in?
Jacobi's product category is Investment Technology / Portfolio Analytics Software. Its primary akta.pro industry code is FSAGAEAD, Model Portfolio & Portfolio Construction Engines, with a secondary code of FSAAAJAJ, Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns). Its NAICS code is 523940 and its SIC code is 6282.