# Jacobi

**Canonical:** https://apis.io/providers/jacobi/  
**Website:** https://www.jacobistrategies.com/  
**APIs profiled:** 0

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.

## Kin Score — 11.8 / 100 (minimal)

Scored 2026-08-17 under rubric 0.11.0. Trend: flat (+0.0 from 11.8).

| Facet | Score |
|---|---|
| Discoverability | 57.4 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 6.5 |
| Commercial Clarity | 23.7 |

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Security (1)

- **Jacobi Domain Security** — TLSv1.3 · HSTS · DMARC

## Tags

Company, investment-management, portfolio-analytics, asset-allocation, multi-asset, wealth-management, fintech, risk-analytics, model-portfolios, ocio, financial-services, saas

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/jacobi/). Scores are computed from the provider's own public artifacts under a published rubric.