

Jacobi Information
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Jacobi
Summary
Jacobi is a private company that has been in the industry for 12 years. The company currently specializes in the Information Technology and Services, Application Software, Enterprise Software, Analytics, Fintech areas. The position of the Co-Founder & CEO is occupied by Tony Mackenzie. Its headquarters is located at San Francisco, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Jacobi varies between 100K and 5.0M. Total funding of the company - $15.8M. To connect with Jacobi employee register on SignalHire.
Organization Website | jacobistrategies.com |
Social Links | |
Phone Number | 415-755-4523 |
Industries | |
Headquarters Location | 44 Montgomery St, San Francisco, California, 94104 US |
Employees Size | 100-200 employees |
Specialties | Technology, Investment Technology, ALM, Ex-ante analytics, Ex-post analytics, Performance Attribution, Financial Services, Investment Analytics, Portfolio Design, Client Engagement, Multi-Asset, Model Portfolio Management, Risk Management, Client Reporting, Portfolio Optimization, Open architecture |
SIC Code | 7380 |
DMA Code | San Francisco Bay Area |
Founded | 2014 |
Estimated Annual Revenue | $100K - 5.0M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 500 - 1.0K | 23M | $314.1M | |
| 2018 | Privately Held | 25 - 100 | 2.5M | $58.5M | |
| 2012 | Privately Held | 100 - 250 | 11.1M | $24M | |
| 2004 | Privately Held | 25 - 100 | 7.5M | $850K |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Jacobi shows a diverse range of experience levels:
9% have been with the company for less than 1 year6% for 1–2 years17% for 3–4 years14% for 5–7 years11% for 8–10 years43% have over 11 years of service at JacobiEx-employees positions
In Company
In New Company
Contact top employees from
Jacobi
Stuart Reid
Head of Global Marketing
Daniel Baxter
Head of Portfolio Design
David Priest
Head of Quantitative Modelling
Serena Martinetti
Test Automation Engineer
Serena Martinetti
Manager Project and Testing
Martin Skilleter
Quantitative Developer
Joseph Fischer
Software Engineer
Simon Ruys
Quantitative Analyst
Tanya Bartolini
Co-Founder | Chief Revenue Officer
Karen Lewis
Staff Registered Nurse
Jesse Graf
Software Intern
Elijah Nelson
Data Engineer
Yewande Eigbedion
Product Analyst
Rodrigo Dinis
Software Engineering Manager
Alejandra Alvarez
Senior Investment Engineer
Joseph Lin
Client Success - North America at Jacobi
Merline Worrell
out patient coder
mootoo chunasamy
RT,R,CT,MRI, MSc
Benjamin Klein
Product Designer
Golzar Rassouli
Senior Investment Engineer
Kurt Oeler
Chief Operating Officer
Stephanie Mudford
Director of Operations
Charles Blaxland
CTO
Michael Mewton
Client Solutions Manager - APAC
Hannah Barnard
Marketing Manager
Seema Bharti
Infrastructure Engineer
Samuel Machen
Investment Engineer
Connor McCann
Software Engineer
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FAQ
Jacobi operates in the IT Services industries. More details can be found on the official website: jacobistrategies.com.
The headquarters of Jacobi are located in San Francisco, United States.
The current CEO of Jacobi is Tony Mackenzie
You can contact Jacobi by phone at 415-755-4523.
Jacobi currently employs 100-200 people.
Jacobi's revenue is approximately 4M.
Well-known competitors of Jacobi include Personal Capital, Altruist, AccessPay and Risk Focus (A Ness Company).





