Jacobi

aid: jacobi
name: Jacobi
description: Jacobi (Jacobi, Inc.) builds a cloud-native, API-first technology platform for multi-asset portfolio design,
  analytics and client engagement, used by asset managers, wealth managers and RIAs, asset owners and pension funds, and investment
  consultants and OCIOs. The platform spans portfolio construction and asset-allocation modeling, risk analysis, a Model Portfolio
  Management Solution (MPMS) covering the model portfolio lifecycle, custom portfolio solutions, an OCIO solution, and the
  Jacobi Data Engine, which unifies fragmented investment datasets and automates integration, construction, risk and reporting
  workflows. Jacobi markets an open-architecture API layer and a Python-based Software Development Kit that let analysts and
  developers build custom models, automate data processes and connect proprietary systems, market data providers, custodians
  and risk engines. Each client runs on its own private deployment with data segregation, encryption in transit and at rest,
  fine-grained permissions, enterprise IAM integration, audit logging and continuous monitoring — so the API and SDK surface
  is provisioned per tenant and is not publicly documented or self-serve. Founded by investment professionals and technologists,
  headquartered in San Francisco with offices in London and Brisbane; raised a Series A led by QIC in 2022.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - security
  generated: '2026-09-02'
  method: derived
image: https://www.jacobistrategies.com/wp-content/uploads/2023/06/Logo.jpg
url: https://raw.githubusercontent.com/api-evangelist/jacobi/refs/heads/main/apis.yml
x-api-posture: no-product-api
x-api-posture-basis: observed
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment-pass
specificationVersion: '0.23'
created: '2026-08-04'
modified: '2026-08-04'
tags:
- Company
- Investment Management
- Portfolio Analytics
- Asset Allocation
- Multi-Asset
- Wealth Management
- Fintech
- Risk Analytics
- model-portfolios
- ocio
- Financial-Services
- Software-as-a-Service
tags_raw:
- Company
- investment-management
- portfolio-analytics
- asset-allocation
- multi-asset
- wealth-management
- fintech
- risk-analytics
- model-portfolios
- ocio
- financial-services
- saas
x-contract-discovery:
  date: '2026-08-04'
  result: no-public-machine-readable-contract
  note: Jacobi is deployed privately per client and each tenant gets its own API instance; there is no public developer portal,
    no public API reference, and no self-serve signup. Contract discovery was run in full against every reachable host and
    every candidate path and produced no OpenAPI, GraphQL, MCP or A2A surface. The company's own documentation host is a login-gated
    BookStack knowledge center ("Login with SSO (Jacobi staff only)" — customers reach it from inside the application), so
    the API and SDK reference sits behind authentication and cannot be harvested from public material.
  hosts_probed:
  - https://www.jacobistrategies.com
  - https://app.jacobistrategies.com
  - https://docs.jacobistrategies.com
  - api.jacobistrategies.com (does not resolve)
  - developer.jacobistrategies.com (does not resolve)
  - developers.jacobistrategies.com (does not resolve)
  - status.jacobistrategies.com (does not resolve)
  openapi:
    found: false
    paths_probed:
    - /openapi.json
    - /openapi.yaml
    - /swagger.json
    - /v1/openapi.json
    - /api-docs
    - /docs
    - /redoc
    note: All 404 on www. On app.jacobistrategies.com the SPA catch-all returns 200 text/html for /openapi.json, /swagger.json
      and /v1/openapi.json — HTML shells, not specs; rejected.
  graphql:
    found: false
  mcp:
    found: false
  agent_card:
    found: false
    note: /.well-known/agent-card.json and /.well-known/agent.json return 404 on www; the 200s on the app host are the SPA
      HTML shell and were rejected. Nothing written to a2a/ — an agent card is search-only.
  packages:
    found: false
    registries_probed:
    - npm
    - PyPI
    note: The Jacobi SDK is Python-based but is not published to any public registry. The PyPI package named "jacobi" is an
      unrelated numerical-derivatives library by Hans Dembinski, not Jacobi, Inc. No GitHub organization exists under jacobi
      / jacobistrategies / jacobi-strategies / jacobiinc.
  incidental:
    wordpress_rest_api: The WordPress marketing site exposes its CMS REST API at https://www.jacobistrategies.com/wp-json/
      (683 routes, self-describing). This is incidental content-management infrastructure for the marketing site, not a Jacobi
      product API, and is deliberately NOT registered as an API entry.
x-enrichment:
  date: '2026-08-04'
  status: enriched
  artifacts_added: 3
  pass: local-v1
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/jacobi-domain-security.yml
- type: Website
  url: https://www.jacobistrategies.com/
- type: Login
  url: https://app.jacobistrategies.com/
- type: Blog
  url: https://www.jacobistrategies.com/insights/
- type: BlogRSS
  url: https://www.jacobistrategies.com/insights/feed/
- type: Support
  url: https://www.jacobistrategies.com/contact/
- type: PrivacyPolicy
  url: https://www.jacobistrategies.com/privacy-policy/
- type: About
  url: https://www.jacobistrategies.com/about-us/
- type: CaseStudies
  url: https://www.jacobistrategies.com/case-studies/
- type: Careers
  url: https://www.jacobistrategies.com/careers/
- type: Licenses
  url: https://www.jacobistrategies.com/licenses/
- type: LinkedIn
  url: https://www.linkedin.com/company/jacobi-strategies/
- type: YouTube
  url: https://www.youtube.com/channel/UCfFfOlByafFSY_duoArTH6Q
- type: LLMsTxt
  url: llms/jacobi-llms.txt
- type: SecondaryMarket
  url: https://www.hiive.com/securities/jacobi-stock