Jacobi

Jacobi

Information Technology And Services, 524 2nd St L 13, San Francisco, California, 94107, United States, 51-200 Employees

jacobistrategies.com

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Who is JACOBI

Jacobis platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Jacobi helps i...

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  • 524 2nd St L 13, San Francisco, California, 94107, United States Headquarters: 524 2nd St L 13, San Francisco, California, 94107, United States
  • 2014 Date Founded: 2014
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Information Technology and Services

SIC SIC Code: 7375 | NAICS Code: 517810 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from JACOBI

Jacobi Org Chart and Mapping

Employees

Zach Wieder

Business Development Manager

Joseph Lin

Client Success - North America at Jacobi

Tanya Bartolini

Co-Founder | Head of Global Distribution

Liz Gartsman

Business Development Manager

Golzar Rassouli

Senior Investment Engineer

Elena Anisimova

VP of Sales North America

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Frequently Asked Questions Regarding Jacobi

Answer: Jacobi's headquarters are located at 524 2nd St L 13, San Francisco, California, 94107, United States

Answer: Jacobi's phone number is +19*********

Answer: Jacobi's official website is https://jacobistrategies.com

Answer: Jacobi's revenue is $10 Million to $25 Million

Answer: Jacobi's SIC: 7375

Answer: Jacobi's NAICS: 517810

Answer: Jacobi has 51-200 employees

Answer: Jacobi contact info: Phone number: +19********* Website: https://jacobistrategies.com

Answer: Jacobis platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement. Jacobi helps investment firms: Build portfolios with dynamic modeling and analytics The Jacobi platform supports the many workflow priorities of the multi-asset investor. Bringing together the front office to end client workflows Jacobi provides an efficient workflow process to generate portfolios aligned to objectives. With Jacobi investment firms can scale, bespoke forward-looking and historical analysis and manage portfolios risk. Integration of data, configuration, output and expansion workflows Jacobis next-gen private cloud infrastructure promotes open architecture and API connectivity. Integrate proprietary investment models, code and data structures that support your distinctive portfolio construction and analytics. Improve client and stakeholder engagement The Jacobi report designer provides an intuitive user interface that allows a user to construct a report with the click of a button. Data and analytics are dynamically integrated allowing for fast effective interaction and report generation. Jacobi is run by a team of seasoned investment professionals who understand the unique challenges facing large investment groups. The company provides its technology to top-tier investors across the globe, including asset managers, wealth managers, asset owners and investment consultants.

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