The AI Edge Program
Jacobs & Company’s AI Edge program gives emerging asset and wealth managers year-round access to leading AI experts and strategic guidance on what to build, what to buy and what to prioritize—so you can compete and win.
Limited-Time Offer for New Members
Start the new year off with a clear AI strategy.
Join our AI Edge program by January 31, 2026, and get a comprehensive AI readiness diagnostic to help chart your path forward–on us!
*For a limited time. Offer expires 1/31/26. Sign your firm up by the 1/31/26 deadline to claim. Diagnostic to be conducted by 3/31/26, with results presented 30 days after close of diagnostic activities. $20,000 value.
The AI landscape is moving at warp speed, and the asset management world is shifting just as fast. Every firm is scrambling to keep up—but for emerging and mid-size managers, the stakes are higher and the resources fewer.
That’s why we created the AI Edge program - to level the playing field by putting big-firm capabilities in the hands of smaller managers to deliver real performance gains.
Why You Need the AI Edge
How It Works
The AI Edge is a 12-month paid membership program. As a member, you get:
A monthly AI workshop or briefing built around your firm’s unique needs (virtual or in-person, at your discretion)
Our exclusive, members-only AI Edge publication that dives deep each month into industry-relevant AI topics
Opportunities to collaborate with legendary AI pioneers in our strategic partnership network, such as the MIT CSAIL (Computer Science and Artificial Intelligence Lab)
Always-on consulting access to Rubesh Jacobs, our founder, a recognized industry leader in the field of AI
Other unique members-only benefits to be announced throughout the year
Monthly investment: $2,500*
*12-month commitment required
Claim Your New Member Benefit Today
Available for a limited time.
Join our AI Edge program by January 31, 2026, and get a comprehensive AI readiness diagnostic to help chart your path forward. All on us.
*For a limited time. Offer expires 1/31/26. Sign your firm up by the 1/31/26 deadline to claim. Diagnostic to be conducted by 3/31/26, with results presented 30 days after close of diagnostic activities. $20,000 value.
Is AI Edge Right for You?
Our program is designed for leaders from mid-sized asset and wealth management firms who want a clear AI strategy with immediately actionable steps their firms can take to get real results, fast.
If you
Seek guidance as to where AI can create near-term value for your firm
Want to understand how AI and AI tools work in non-tech speak
Need a practical roadmap and clear priorities for how to turn strategy into action
Then AI Edge is for you.
Whether you’re exploring AI for the first time or looking to refine your approach, AI Edge meets you where you are and helps you move forward with confidence.
Ready to Explore the AI Edge Program?