# Jacobi

> Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.

- **Founded:** 2014
- **Headquarters:** San Francisco, California, United States
- **Founders:** Tony Mackenzie (Co-Founder & CEO), Greg Knox (Co-Founder, Chief Architect & Head of Engineering), Tanya Bartolini (Co-Founder & Chief Revenue Officer)
- **Team size:** 140-160 employees
- **Products:** Jacobi Platform, Jacobi Data Engine, Portfolio Builder, Proposal Builder, Scenario Builder
- **Notable:** Best Portfolio Management Software - 2025 Institutional Asset Manager Awards, Best Analytics Platform - 2025 Data Management Insights Awards, Europe, Most Innovative Third-Party Technology Vendor (Analytics) - WatersTechnology American Financial Technology Awards 2025

## Products & services

- **Jacobi Platform** — Cloud-based multi-asset portfolio design, analysis, and client engagement platform with open architecture and API connectivity.
- **Jacobi Data Engine** — Unifies and automates investment data with AI-ready analytics, eliminating manual data wrangling for investment teams.
- **Portfolio Builder** — Application for designing and optimizing multi-asset portfolios with scenario analysis and risk attribution tools.
- **Proposal Builder** — Client-facing proposal generation tool that automates investment reporting and stakeholder communication.
- **Scenario Builder** — Stress testing and scenario analysis tool for modeling portfolio behavior under different market conditions.
- **Model Portfolio Management Solution** — End-to-end solution for managing model portfolios at scale, with governance controls and compliance tracking.

## Achievements

- Best Portfolio Management Software - 2025 Institutional Asset Manager Awards
- Best Analytics Platform - 2025 Data Management Insights Awards, Europe
- Most Innovative Third-Party Technology Vendor (Analytics) - WatersTechnology American Financial Technology Awards 2025
- WealthTech Firm of the Year - 2023 Wealth and Asset Management Awards
- Best Data Visualisation Provider - 2023 Data Management Insight Award Europe
- Named WealthTech 100 for three consecutive years
- Finalist - 2025 FinTech Australia Finnies, Excellence in Wealth Management
- Shortlisted for Investment Tech of the Year - US FinTech Awards
- Tanya Bartolini named Waters Technology Woman of the Year 2025

## Latest updates

- **2025-02** — FE Investments selected Jacobi to accelerate growth of its Managed Portfolio Service (MPS).
- **2025-01** — Jacobi won Best Portfolio Management Software at 2025 Institutional Asset Manager Awards.
- **2025-01** — Tanya Bartolini named Waters Technology Woman of the Year 2025.
- **2024-12** — Jacobi partnered with Charles River to enable scalable model portfolio management.
- **2024-11** — Shortlisted for Investment Tech of the Year at US FinTech Awards.
- **2022-09** — Closed $10M Series A funding round led by Queensland Investment Corporation (QIC).

## Links

- Website: https://jacobistrategies.com
- LinkedIn: http://www.linkedin.com/company/jacobi-strategies
- Facebook: https://facebook.com/JacobiStrategies/

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Profile page: https://yespress.io/jacobi
Published by YesPress — https://yespress.io
Last updated: 2026-05-29