Return to insights
May 2025

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi is delighted to be named a finalist in the 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi was previously a finalist in this award category in 2023 and 2024.

We’re honoured to be recognised alongside some of the most respected names in wealth management. See a full list of awards and nominees, here.

Recent Insights

Finnies
News

Jacobi named finalist in 2025 FinTech Australia Finnies for Excellence in Wealth Management.

Jacobi is delighted to be named a finalist in the 2025 FinTech Australia Finnies for Excellence in Wealth Management. .....
Read More >
model management
Model Portfolios

The institutionalisation of wealth management: Five key shifts reshaping the industry

Change is afoot in wealth managers globally. While each face their own client, business and regulatory challenges, there is a common thread across the globe: .....
Read More >

Contact Us

See how Jacobi’s highly customizable technology can support the scaling of investment processes and client engagement.

Schedule a Demo

Jacobi’s technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of experienced investment professionals and engineers.

Jacobi

About Us

Careers

News

Login

Our Solution

Our Technology

How We Help

Who we help

Asset Managers

Investment Consultants

Wealth Managers

Asset Owners

Offices

San Francisco

44 Montgomery St
San Francisco 94104
United States

London

20 Little Britain
London EC1A 7DH
England

Brisbane

111 Eagle St
Brisbane City 4000
Australia

Jacobi Inc. 2024

|

Privacy Policy

Youtube Linkedin