Jacobi Strategies provides cloud-based technology to support the design and management of multi-asset portfolios, streamlining investment workflows and enabling dynamic client engagement. Led by CEO Tony Mackenzie and founded in 2014, the company serves some of the world’s largest asset managers, including T. Rowe Price, MFS, LGIM and WTW. Its global client base represents assets under management over US$7 trillion. Jacobi has offices in Australia and the United Kingdom in addition to its San Francisco headquarters. The company intends to use the funds to accelerate platform development and expand its team and clientele globally. The product focus is on scaling portfolio design and management for institutional asset managers. Jacobi is a cloud-based technology platform for investment portfolio design and engagement, founded in 2014 by Tony Mackenzie, Tanya Bartolini and Greg Knox. The company serves a global clientele across Australia, North America, Asia and Europe, representing combined assets under management of over A$1.5 trillion. Its customers include multi-asset managers, private client advisers, multi-family offices, consultants, and pension and superannuation funds. Jacobi plans to use the new capital to further develop its platform and to expand into the European market after signing a number of large institutional investment managers. The funding announcement coincided with the launch of Jacobi’s office in London, building on existing locations in Brisbane and San Francisco. The platform emphasizes portfolio design and engagement for large institutional and advisory clients.

Total raised

$18M

Funding rounds

2

Latest round

Series A

Latest activity

Sep 2022