Jacobi
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.
Index entry only — little beyond a description and a link, and nothing machine-readable enough for an agent to act on without a human reading the site first.
API Evangelist profiles Jacobi the way a machine reads it — 1 machine-readable artifact, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.
Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Jacobi scores 11.8/100 (minimal), with a separate agent-readiness read of 0/100 (human only). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.
Kin Score
This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.
Kin Score
How this is scored →scored 2026-08-17 · rubric v0.11.0
Put this on your own site. The badge is drawn live from Jacobi's current Kin Score — paste it once and it updates itself every time the score is recomputed. It follows your visitor's light or dark setting, and it links back here so anyone who sees it can read the full breakdown.
<!-- Kin Score · API Evangelist -->
<a href="https://providers.apievangelist.com/providers/jacobi/"
title="Jacobi on API Evangelist — API profile and Kin Score">
<img src="https://apis.io/badge/jacobi.svg"
alt="Jacobi Kin Score — API readiness rating by API Evangelist" width="150" height="150" loading="lazy">
</a>[](https://providers.apievangelist.com/providers/jacobi/)<!-- Kin Score · API Evangelist -->
<a href="https://providers.apievangelist.com/providers/jacobi/"
title="Jacobi on API Evangelist — API profile and Kin Score">
<img src="https://apis.io/badge/jacobi/card.svg"
alt="Jacobi Kin Score — API readiness rating by API Evangelist" width="340" height="120" loading="lazy">
</a>More shapes, themes and sizes → · Score as JSON · How badges work
How we profile Jacobi
Each block below is one kind of artifact we hold for Jacobi. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.
Security Posture 1
Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Resources
Every other property we hold for Jacobi — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.
Get Started 1
Portal, sign-up, and the first successful call
Agent Surfaces 1
MCP servers, agent skills, and machine-readable catalogs
Access & Security 1
Authentication, authorization, and security posture
Learn 1
Tutorials, courses, talks, and written guidance
Operate 1
Status, limits, changes, and where to get help
Commercial 2
Pricing, plans, and the legal terms of use
Company 6
The organization behind the API
Other 2
Properties that don't map to a standard resource type
← All providers · Data indexed from github.com/api-evangelist/jacobi · machine-readable index on apis.io
This is an independent, third-party profile of Jacobi, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.
The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.
Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.
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you will get a person, not a form — we will tell you exactly which public URLs this profile was built from.