The recognition highlights Jacobi’s continued commitment to helping wealth managers, asset managers, OCIOs and institutional investors navigate increasingly complex investment portfolios through advanced portfolio analytics, risk management and scalable portfolio management workflows. As firms face growing demands around customization, governance and multi-asset investing, Jacobi’s technology enables investment teams to gain deeper portfolio insights while maintaining operational efficiency and oversight.

“We are delighted to be recognized as a finalist in the Portfolio Analytics category,” said Tanya Bartolini, Co-Founder of Jacobi. “Investment teams today are managing more complexity than ever before, from model portfolio proliferation and personalized portfolios to alternative assets and total portfolio oversight. Our mission has always been to provide the technology that allows firms to make better investment decisions at scale, and this recognition reflects the hard work of our team and the trust our clients place in us.”

Jacobi continues to expand its capabilities across portfolio construction, risk analytics, model portfolio management and multi-asset investment workflows, supporting investment organizations globally as they seek to modernize their technology infrastructure and improve investment outcomes.

This latest recognition follows a series of industry accolades for Jacobi, including being named WealthTech Firm of the Year at the Wealth & Asset Management Awards 2026 and inclusion in the WealthTech100 list for 2026.

Now in its 12th year, the Wealth Management Industry Awards—widely known as the “Wealthies”—recognise the companies and individuals driving innovation across wealth management, wealth technology, asset management and financial advice.

Finalists were selected by a panel of industry experts led by David Armstrong, Managing Director of Editorial and Content Strategies for the Wealth Management Group at Informa. Winners will be announced at the Wealth Management Industry Awards gala in New York City on September 10, 2026.

About Jacobi

Jacobi provides institutional-grade portfolio construction, analytics and investment management technology for wealth managers, asset managers, consultants, OCIOs and asset owners. The firm’s technology helps investment teams manage model portfolios, custom portfolios and multi-asset strategies through a flexible platform designed to improve investment decision-making, governance and scalability. Jacobi supports organizations globally with solutions spanning portfolio analytics, risk management, optimization, implementation and investment data management.

About the Wealth Management Industry Awards

The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership and advisor support.