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.
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-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
- 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