COMPANY INFO
The company name is Jacobi. It was founded in 2014 and is headquartered in San Francisco, California. The founders include Tony Mackenzie, Greg Knox, and Tanya Bartolini, who are experienced investment professionals and technologists. Jacobi has around 136 employees and operates in the Financial Software industry. Their platform is designed for portfolio construction, risk, and analytics to manage and monitor multi-asset investments, helping investment managers generate deeper client engagement. The website is https://www.jacobistrategies.com/about-us (jacobistrategies.com, pitchbook.com).
Jacobi specializes in financial software for portfolio construction, risk, and analytics, empowering investment managers to manage and monitor multi-asset investments. Founded in 2014 and headquartered in San Francisco, Jacobi's platform drives deeper client engagement with scalable, data-driven tools.
The Jacobi leadership team comprises seasoned executives with backgrounds in technology, finance, engineering, and global operations. The Jacobi executives collectively bring expertise in investment strategies, software architecture, sales, commercial operations, and digital transformation, positioning the company as an innovator in the financial software industry. The Jacobi management team’s varied backgrounds in both established institutions and fintech startups have helped fuel Jacobi’s rapid growth and global reach.
As CEO, Remko Goudappel leads Jacobi Group’s global strategy, overseeing 20 manufacturing and processing facilities and driving the company’s sustainability and innovation goals. He has spearheaded initiatives to expand activated carbon capacity, establish new ion exchange resin product lines, and enhance R&D efforts with a focus on sustainable raw materials.
Remko Goudappel holds an M.Sc. in Chemical Engineering from Delft University of Technology. He joined Jacobi in 2015 as VP Operations, later serving as COO before his appointment as CEO in 2021. He began his career at Shell in process engineering and held leadership roles at Calgon Carbon and Cabot Corporation, accumulating over 15 years of expertise in activated carbon production and environmental purification technologies.
As Co-Founder & CEO of Jacobi Strategies, Tony Mackenzie defines the company vision and leads the development of its multi-asset portfolio analytics platform. He has secured $25M in funding, led global product launches, and established strategic partnerships with major financial institutions.
Tony Mackenzie holds a Ph.D. in Computational Mathematics from the University of Sydney and a B.Sc. in Applied Mathematics from the University of Queensland. He was Chief Strategist at QIC, managing $45B in assets, and held senior quantitative roles at BlackRock and Macquarie, with deep expertise in portfolio design and financial analytics.
As CIO, Andy Wilde is responsible for Jacobi Group’s digital transformation, implementing ERP and CRM systems across global operations to streamline supply chain and customer service processes. He has led the deployment of digital quality assurance platforms and data analytics initiatives to optimize manufacturing and distribution efficiency.
Andy Wilde earned a B.Sc. in Computer Science from the University of Manchester. He has over 20 years of IT leadership experience, previously serving as Global IT Director at Imperial Brands and Head of Information Systems at Croda International. His expertise spans ERP implementations, cybersecurity, and data governance in chemical manufacturing environments.
As COO, Kurt Oeler translates Jacobi Strategies’ vision into operational execution, optimizing product delivery workflows and enhancing customer support processes. He implemented agile development methodologies, reducing time-to-market by 30%.
Kurt Oeler holds an MBA from the University of Chicago Booth School of Business and a B.A. in Economics from the University of Illinois. He co-founded optionMonster and held operational leadership roles at General Atlantic-backed fintech startups, focusing on scaling technology-driven financial services.
Greg Knox architected Jacobi’s core platform, overseeing system design and technology roadmap to support scalable analytics and integration with client data architectures. He led the implementation of proprietary simulation engines and risk modeling modules.
Greg Knox earned a M.Sc. in Computer Science from the University of Oxford and a B.Sc. in Software Engineering from Imperial College London. He has 20+ years in software development, previously building enterprise solutions for Misys and Betfair, specializing in high-performance financial trading systems.
As CRO, Tanya Bartolini drives revenue growth, leading global sales and marketing strategies. She has doubled annual recurring revenue in two years by expanding into European and APAC markets and launching targeted marketing campaigns.
Tanya Bartolini holds a B.Com. in Marketing from the University of New South Wales. She worked in business development and product marketing at Commonwealth Bank of Australia and Colonial First State, with expertise in financial services adoption and go-to-market strategies.
John Lever oversees product management and technical support for Jacobi’s activated carbon and resin offerings, driving product innovation and customer application solutions. He has launched more than 10 new product grades tailored to emerging applications in water treatment and biogas purification.
John Lever holds a B.Sc. in Environmental Management from the University of Central Lancashire. He has 15 years in the carbon industry, previously holding roles as Global Technical Director and European Sales Manager at Jacobi, and as Sales Manager at CPL Carbon Link, bringing deep expertise in product development and end-user application support.
As President, Asia, Yves Debayles directs Jacobi Group’s operations and growth strategy across Asian markets, establishing new joint ventures and tripling regional sales over three years. He has strengthened local R&D collaborations and expanded distribution networks in China, India, and Southeast Asia.
Yves Debayles has an MBA from INSEAD and a B.Eng. in Chemical Engineering from Ecole Centrale de Lyon. With over 20 years of experience in Asia-Pacific, he previously led regional business development and operations roles at SUEZ Water Technologies and DuPont Water Solutions, specializing in water purification and filtration technologies.
As VP Engineering, Charles Blaxland leads the development teams, ensuring product reliability and performance. He oversaw the migration to microservices architecture, improving system uptime to 99.9% and accelerating feature deployment.
Charles Blaxland holds a B.Sc. in Computer Science from the University of Sydney. He has 17 years of experience building software for institutions like DiUS Computing and held senior engineering roles in fintech and enterprise software companies.
As VP Finance and Commercial Operations, Stephanie Mudford manages financial planning, accounting, and commercial strategies, implementing financial controls and reporting systems that supported Jacobi Strategies’ series B financing round.
Stephanie Mudford has a B.Com. in Accounting from the Queensland University of Technology. She worked in financial operations at QIC and held accounting and finance management roles at PwC and Commonwealth Bank of Australia, specializing in financial services.
The Jacobi leadership team is comprised of industry veterans and innovators, offering expertise in global operations, advanced financial technology solutions, and market expansion across continents. Together, the Jacobi executives and founders blend operational excellence, product innovation, financial discipline, and strategic vision—delivering value to clients and steering the company toward continued leadership in the financial software space.
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