Jacobs & Company

Jacobs & Company

Business Consulting and Services

Boston, MA 495 followers

1. Sales and marketing strategy 2. Sales incentive design 3. AI: sales/marketing; tools for equity research analysts

About us

Jacobs & Company, a leading consultancy, specializes in integrating artificial intelligence into asset and wealth management. With roots in diverse global backgrounds, our team is bonded by a commitment to academic excellence and resilience. We boast over two centuries of collective experience in executive management and consulting within the financial sector. Our expertise spans establishing new asset managers, developing distribution channels, and providing strategic consulting. Our innovative approach focuses on empowering mid-sized firms, helping them gain a competitive edge through AI. We work with forward-thinking clients who seek rapid advancement and strategic investments in transformative capabilities. Our unique operating model combines a core team of experts with a global network of independent contractors, enriched by strategic partnerships with academic institutions, startups, and tech firms. At Jacobs & Company, we prioritize integrity, excellence, and joy in our work. Our approach ensures clients receive tailored, high-impact solutions, embedding AI seamlessly into their operations. As industry pioneers, we’re committed to driving success and innovation in asset and wealth management. For more information, visit jacobsandcompany.biz

Website
jacobsandcompany.biz
Industry
Business Consulting and Services
Company size
11-50 employees
Headquarters
Boston, MA
Type
Partnership
Founded
2019
Specialties
asset management, sales, marketing, incentive compensation, territory design, artificial intelligence, advanced analytics, digital transformation, process optimization, current state assessments, go to market strategy, Proprietary AI models, and Proprietary datasets

Locations

Employees at Jacobs & Company

Updates

Similar pages

Browse jobs