# Tony Mackenzie

> 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.

- **Role:** Co-Founder and CEO at Jacobi
- **Organizations:** Jacobi, QIC (Queensland Investment Corporation)
- **From:** Australia
- **Nationality:** Australian
- **Education:** PhD in Applied Mathematics (Computational Mathematics), University of Southern Queensland
- **Known for:** Co-founded Jacobi, an investment technology platform now serving clients managing over $7 trillion in assets under management, Raised $27.6 million in total funding, including a $10M Series A led by QIC, Built a 140-person company spanning San Francisco, London, and Brisbane

## Career timeline

- **1999-2003** — Completed PhD in Applied Mathematics at University of Southern Queensland
- **2003-2014** — Held progressively senior roles at QIC (Queensland Investment Corporation), including Senior Portfolio Manager, Head of Portfolio Design, and Chief Strategist, overseeing investment strategy for over $45 billion in client assets
- **2014** — Co-founded Jacobi in San Francisco, relocating from Brisbane, Australia with his family
- **2022-09** — Secured $10M Series A funding led by QIC, with participation from Illuminate Venture Partners, 8VC, and Western Technology Investment (WTI)
- **2023-01** — Announced partnership with Principal Asset Management to digitize and scale fintech-enabled model portfolio offering
- **2023-09** — Announced partnership with Axioma, combining risk analytics with Jacobi's workflow and visualization tools
- **2026-02** — Launched suite of AI-assisted coding resources to accelerate custom investment technology development
- **2026** — Announced partnership with Charles River to empower scalable model portfolio management

## Achievements

- Co-founded Jacobi, an investment technology platform now serving clients managing over $7 trillion in assets under management
- Raised $27.6 million in total funding, including a $10M Series A led by QIC
- Built a 140-person company spanning San Francisco, London, and Brisbane
- Grew Jacobi to $10M+ in annual revenue with clients including T. Rowe Price, Franklin Templeton, LGIM, MFS Investment Management, and Principal Asset Management
- Managed investment strategy for over $45 billion in client assets as Chief Strategist at QIC
- Pioneered open architecture approach to investment technology allowing firms to integrate proprietary models, data, and analytics
- Launched AI-assisted coding tools for investment teams in February 2026

## Latest updates

- **2026-02** — Jacobi launched a suite of AI-assisted coding resources to help investment teams build custom analytics and applications within the Jacobi environment
- **2026-01** — Jacobi announced a partnership with Charles River to enable scalable model portfolio management
- **2023-09** — Jacobi partnered with Axioma to bring enhanced risk analytics and workflow tools to investment managers
- **2023-01** — Jacobi partnered with Principal Asset Management to digitize and scale their model portfolio offering
- **2022-09** — Jacobi secured $10M Series A funding led by QIC

## Links

- Website: https://jacobistrategies.com
- LinkedIn: http://www.linkedin.com/in/tony-mackenzie-bbb41228
- Facebook: https://facebook.com/JacobiStrategies/

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Profile page: https://yespress.io/tony-mackenzie
Published by YesPress — https://yespress.io
Last updated: 2026-05-22