PricingLoginNewsroom
Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

performance-attribution

(2)
AllCompaniesPeopleStoriesProducts
Company
First Rate and the Trouble with a Beautiful Number
Fintech · Saas · Enterprise

First Rate and the Trouble with a Beautiful Number

An investment return looks simple until someone has to explain it. First Rate has built a business around the data, decisions, and human relationships hiding behind the percentage sign.

wealthtech · investment-performanceRead →
Company
Jacobi
Fintech · Saas · Enterprise

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.

investment-analytics · portfolio-managementRead →