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

Model Portfolios

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

In this on-demand webinar we showcase how Jacobi can connect the end-to-end model portfolio lifecycle from portfolio design to delivery - complementing existing technology stacks .....

Does Your Technology Undermine Your Total Portfolio Approach?

A Total Portfolio Approach (TPA) promises a cleaner line of sight between an investor’s overarching goal and every capital‑allocation choice that follows. Yet many institutions .....

Contact Us

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

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

Recent Insights

ON DEMAND WEBINAR | Connecting the Model Portfolio Lifecycle (North America)

Does Your Technology Undermine Your Total Portfolio Approach?

Contact Us

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

London

Brisbane

Jacobi Inc. 2024

|

Privacy Policy