Expert minds. Proven methods.
One mission to accelerate AI-powered growth
We are a premier partner for mid-sized asset and wealth management firms seeking to build a competitive edge with artificial intelligence.
Our global, cross-disciplinary team brings over two decades of experience in data, distribution, and decision science, enabling us to deliver tailored AI solutions that enhance sales and marketing strategies.
Our Story
Founded in 2019 Jacobs & Company is a trusted partner to mid-sized asset and wealth managers seeking to transform how they grow engage and compete using artificial intelligence. Our team brings together over two hundred years of combined experience across asset management distribution consulting and data strategy with a focus on helping clients seize opportunity through smarter sales and marketing execution.
Our model is built for scale agility and innovation. We operate through a high-impact core team supported by global specialists strategic partnerships with research institutions and early access to frontier technologies. By embedding AI into commercial workflows we help firms move faster unlock efficiency and deliver measurable growth with confidence.
Making tech actually work for you and your data.
Our Strategic Edge
AI with a Commercial Lens
We don’t just experiment with AI. We embed it where it delivers — in sales marketing and distribution to drive measurable growth.
A Global Collective of Specialists
From Boston to Bangalore we operate as a lean core team supported by world-class analysts engineers and partners across five continents.
Built for Mid-Sized Firms
Our strategies are right-sized and high-impact designed specifically for firms that want to scale with agility not bureaucracy.
Real-World Insight and Academic Depth
Our work blends experience with strategic thinking backed by research collaborations with top institutions and access to frontier technologies.
Execution First
We move beyond strategy decks. We design solutions that can be implemented tested and optimized with precision.
Meet Our Founder, Rubesh Jacobs
Bringing over 20 years of experience helping distribution leaders in asset and wealth management stay ahead of the curve.
This Bostonian youth basketball coach and avid middle-distance runner has led transformative projects across the industry and been a featured speaker at ICI, IMEA, MMI, and NICSA events, and quoted in publications including the Wall Street Journal, Financial Times, and InvestmentNews.
Having held leadership roles at ZS Associates, kasina, DiamondCluster, and Nationwide, he now leads our strategy and partnerships where he and the team have been blending smart GTM thinking with practical functioning AI integrations.