Jacobi

Jacobi is a platform that enables investment managers to customize and scale multi-asset portfolio design. Put simply, it is about accepting cards, bank transfers and wallets online or in person.

Who is it for? Mostly any business that takes money. Alongside the main category they mention Artificial Intelligence (AI), Finance, Financial Services and FinTech. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Jacobi is based in San Francisco, California and around since 2014. Their site is jacobistrategies.com.

Things worth asking about: rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

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