Jacobi Employee Directory
IT Services and IT ConsultingCalifornia, United States51-200 Employees
Jacobi is an IT services and consulting company that provides a platform for designing and managing multi-asset portfolios at scale, with the aim of streamlining investment workflows and enabling dynamic client engagement. The platform supports front-office workflows and client-facing processes, enabling dynamic portfolio modeling, analytics, and scalable portfolio construction while addressing risk management. It relies on a modern cloud-based infrastructure that emphasizes open architecture and API connectivity to integrate proprietary investment models, data structures, and analytics into client workflows. The typical customers are investment teams seeking model portfolio management, multi-asset portfolio solutions, and OCIO services that require clear, customizable reporting and risk insight. Based in San Francisco, California, Jacobi operates in the IT services and IT consulting space, delivering solutions that unify and automate investment data to support scalable, AI-ready analytics and reporting.