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.
Tony Mackenzie is the Co-Founder and CEO of Jacobi, a San Francisco-based investment technology platform he built after watching the world's largest institutional investors still manage portfolio processes in spreadsheets. Drawing on a PhD in Applied Mathematics and a career managing over $45 billion in assets at QIC, he co-founded Jacobi in 2014 to modernize multi-asset portfolio design, analytics, and client engagement. Today the platform serves clients including T. Rowe Price, Franklin Templeton, and LGIM, representing over $7 trillion in assets under management, and has raised $27.6 million in total funding.
Ali Hamed is the founder, CEO, and partner of Treville Capital Group (formerly CoVenture), a New York-based alternative asset management firm he co-founded as a Cornell student in 2014. From cold-emailing tech executives as an agriculture major to managing $2.7 billion in assets across credit, capital solutions, and venture, Hamed has built one of the most creative and eclectic investing platforms of his generation - financing YouTube creator catalogs, watermelon crops, and Amazon roll-ups before most VCs knew those asset classes existed.